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) | ₹405 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 | -0.8% | -1.47% |
6 Month | 12.98% | 9.88% |
1 Year | 7.53% | 1.04% |
3 Year | - | 19.13% |
5 Year | - | 23.08% |
SIP Return Analysis
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.91% | 1.15% |
1 Year | 6.81% | 1.95% |
3 Year | - | 17.35% |
5 Year | - | 17.92% |
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 | - | 1.05% |
Beta | - | 0.94% |
Alpha | - | 3.08% |
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 | 10.92 | 6.33 |
Large Cap | 47.94 | 63.25 |
Small Cap | 31.34 | 13.76 |
Mid Cap | 9.81 | 16.66 |
Sector Allocation
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 2.35 | 3.88 |
Communication Services | 5.43 | 4.66 |
Energy | 2.79 | 4.51 |
Financial Services | 32.36 | 36.23 |
Technology | 9.65 | 7.33 |
Basic Materials | 5.86 | 8.79 |
Healthcare | 9.39 | 10.59 |
Industrials | 11.94 | 5.23 |
Consumer Cyclical | 14.98 | 9.99 |
Real Estate | 0.75 | - |
Consumer Defensive | 4.21 | 5.13 |
Utilities | 0.29 | 3.65 |
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