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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) | ₹407 Cr | ₹16981 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 | 2.66% | 2.42% |
| 6 Month | 16.93% | 12.83% |
| 1 Year | 3.3% | -2.04% |
| 3 Year | - | 19.32% |
| 5 Year | - | 23.01% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.11% | 1.78% |
| 1 Year | 11.99% | 7.27% |
| 3 Year | - | 17.88% |
| 5 Year | - | 17.97% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 33.95% | 14.04% |
| 3 Year | - | 16.42% |
| 5 Year | - | 15.92% |
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 | - | 0.9% |
| Beta | - | 0.96% |
| Alpha | - | 3.06% |
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 | 10.44 | 4.4 |
| Large Cap | 48.5 | 66.1 |
| Small Cap | 31.08 | 13.42 |
| Mid Cap | 9.99 | 16.09 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.05 | 1.93 |
| Communication Services | 5.41 | 4.67 |
| Energy | 2.78 | 4.33 |
| Financial Services | 31.72 | 36.98 |
| Technology | 9.63 | 8.79 |
| Basic Materials | 5.76 | 8.92 |
| Healthcare | 9.31 | 10.52 |
| Industrials | 11.58 | 5.17 |
| Consumer Cyclical | 16.81 | 9.73 |
| Real Estate | 0.64 | - |
| Consumer Defensive | 4.03 | 5.33 |
| Utilities | 0.27 | 3.64 |
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