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) | ₹312 Cr | ₹15985 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 | 2.71% | 1.47% |
6 Month | -3.47% | -1.69% |
1 Year | 10.97% | 7.96% |
3 Year | - | 23.81% |
5 Year | - | 26.18% |
SIP Return Analysis
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 7.74% | 6.86% |
1 Year | 9.28% | 6.36% |
3 Year | - | 20.83% |
5 Year | - | 20.26% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 36.61% | 14.37% |
3 Year | - | 16.32% |
5 Year | - | 15.83% |
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 | - | 1.05% |
Beta | - | 0.95% |
Alpha | - | 3.15% |
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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 | 5.29 | 6.51 |
Large Cap | 47.1 | 63.15 |
Small Cap | 34.19 | 12.6 |
Mid Cap | 13.43 | 17.74 |
Sector Allocation
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 4.29 | 6.51 |
Energy | 2.49 | - |
Financial Services | 30.88 | - |
Technology | 12.38 | - |
Basic Materials | 5.4 | - |
Consumer Cyclical | 14.13 | - |
Healthcare | 8.37 | - |
Industrials | 11.8 | - |
Consumer Defensive | 4.8 | - |
Utilities | 0.87 | - |
Real Estate | 0.81 | - |
Communication Services | 3.78 | - |
Telecom - Services | - | 5.48 |
IT - Software | - | 5.79 |
Cement & Cement Products | - | 1.62 |
Construction | - | 4.03 |
Finance | - | 3.61 |
Consumer Durables | - | 2.99 |
Petroleum Products | - | 3.26 |
Diversified FMCG | - | 3.55 |
Non - Ferrous Metals | - | 1.24 |
Pharmaceuticals & Biotechnology | - | 7.88 |
Banks | - | 28.08 |
Healthcare Services | - | 2.29 |
Chemicals & Petrochemicals | - | 2.05 |
Automobiles | - | 3.63 |
Transport Services | - | 0.68 |
Insurance | - | 3.51 |
Gas | - | 1.91 |
Fertilizers & Agrochemicals | - | 0.89 |
Industrial Products | - | 0.43 |
Oil | - | 1.1 |
Auto Components | - | 3.67 |
Personal Products | - | 1.63 |
Power | - | 2.08 |
Ferrous Metals | - | 1.06 |
Textiles & Apparels | - | 1.03 |
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