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) | ₹414 Cr | ₹16749 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 | 1.82% | 1.28% |
| 6 Month | 8.26% | 4.56% |
| 1 Year | 4.71% | 2.51% |
| 3 Year | 19.59% | 18.91% |
| 5 Year | - | 22.15% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.28% | 1.95% |
| 1 Year | 12.7% | 10.34% |
| 3 Year | 18.82% | 16.79% |
| 5 Year | - | 17.1% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 32.1% | 13.91% |
| 3 Year | - | 16.51% |
| 5 Year | - | 15.97% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.71% | 12.57% |
| Sharp | 0.99% | 0.99% |
| Beta | 0.92% | 0.97% |
| Alpha | 3.98% | 2.88% |
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 | 10.63 | 5.08 |
| Large Cap | 49.95 | 65.66 |
| Small Cap | 28.83 | 13.32 |
| Mid Cap | 10.6 | 15.94 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.09 | 2.76 |
| Communication Services | 5.4 | 4.59 |
| Energy | 3.08 | 4.74 |
| Financial Services | 32.01 | 36.88 |
| Technology | 9.54 | 8.06 |
| Basic Materials | 5.89 | 9 |
| Consumer Defensive | 3.48 | 5 |
| Healthcare | 8.89 | 10.06 |
| Industrials | 11.97 | 4.96 |
| Consumer Cyclical | 16.72 | 10.04 |
| Real Estate | 1.66 | - |
| Utilities | 0.26 | 3.91 |
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