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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs DSP ELSS Tax Saver Fund compare

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tortoise-icon WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

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tortoise-icon DSP ELSS Tax Saver Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹451 Cr ₹17570 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 -1.34% -0.31%
6 Month 0.13% 2.17%
1 Year 7.45% 10.87%
3 Year 20.41% 19.51%
5 Year - 17.89%

SIP Return Analysis

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
6 Month 0.06% 2.91%
1 Year 7.92% 11.48%
3 Year 15.4% 15.75%
5 Year - 16.5%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 22.45% 13.6%
3 Year 20.37% 16.81%
5 Year - 16.16%

Risk Management

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 4.98% 12.57%
Sharp 1.1% 1.05%
Beta 0.92% 0.96%
Alpha 3.89% 3.12%

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 1.96 7
Large Cap 52.05 65.06
Small Cap 34.47 11.68
Mid Cap 11.52 16.26

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Others 1.96 0.91
Telecom - Services 4.63 -
Petroleum Products 2.46 -
Capital Markets 3.08 -
IT - Software 6.34 -
Pharmaceuticals & Biotechnology 5.93 -
Other Consumer Services 0.05 -
Construction 0.74 -
Insurance 1.36 -
Finance 6.81 -
Consumer Durables 4.04 -
Electrical Equipment 2.9 -
Banks 20.85 -
Non - Ferrous Metals 0.63 -
Healthcare Services 1.66 -
Chemicals & Petrochemicals 2.28 -
Commercial Services & Supplies 1.9 -
Auto Components 2.65 -
Cement & Cement Products 0.8 -
Ferrous Metals 0.8 -
Leisure Services 2.49 -
Industrial Manufacturing 1.83 -
Healthcare Equipment & Supplies 1.77 -
Industrial Products 1.95 -
IT - Services 1.78 -
Automobiles 4.9 -
Personal Products 0.66 -
Realty 1.02 -
Oil 0.62 -
Food Products 1.45 -
Aerospace & Defense 2.65 -
Agricultural, Commercial & Construction Vehicles 0.65 -
Retailing 4.35 -
Financial Technology (Fintech) 0.34 -
Transport Services 0.76 -
Household Products 0.67 -
Power 0.24 -
Communication Services - 5.02
Technology - 9.63
Basic Materials - 7.89
Industrials - 4.75
Financial Services - 39.1
Energy - 5.34
Consumer Defensive - 4.71
Healthcare - 9.15
Consumer Cyclical - 9.87
Utilities - 3.61

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