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) | ₹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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