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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs DSP ELSS Tax Saver Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹414 Cr | ₹16749 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 18 Jan 2007 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 35% |
| Expense Ratio | 2.34 | 1.64 |
| Manager | Piyush Baranwal | Rohit Singhania |
| ISIN Code | INF03VN01647 | INF740K01185 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.86% | 1.79% |
| 6 Month | 8.03% | 4.05% |
| 1 Year | 6.62% | 3.16% |
| 3 Year | 20.51% | 20.07% |
| 5 Year | - | 22.84% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.58% | 1.92% |
| 1 Year | 13.73% | 10.57% |
| 3 Year | 20.02% | 17.95% |
| 5 Year | - | 18.01% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 32.1% | 13.91% |
| 3 Year | - | 16.51% |
| 5 Year | - | 15.97% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.57% |
| Sharp | - | 0.99% |
| Beta | - | 0.97% |
| Alpha | - | 2.88% |
Fund Managers
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Piyush Baranwal | Rohit Singhania |
| Total AUM | ₹5379 Cr | ₹46862 Cr |
| Funds Managed | 9 | 7 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 12.15 | 5.08 |
| Large Cap | 48.7 | 65.66 |
| Small Cap | 28.76 | 13.32 |
| Mid Cap | 10.38 | 15.94 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.16 | 2.76 |
| Communication Services | 5.22 | 4.59 |
| Energy | 2.76 | 4.74 |
| Financial Services | 31.53 | 36.88 |
| Technology | 8.93 | 8.06 |
| Basic Materials | 5.4 | 9 |
| Consumer Defensive | 3.65 | 5 |
| Healthcare | 8.79 | 10.06 |
| Industrials | 11.78 | 4.96 |
| Consumer Cyclical | 17.19 | 10.04 |
| Real Estate | 1.33 | - |
| Utilities | 0.27 | 3.91 |
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