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 | -1.47% | 0.52% |
| 6 Month | 3.94% | 4.4% |
| 1 Year | 0.33% | 2.64% |
| 3 Year | 19.85% | 18.97% |
| 5 Year | - | 19.93% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.35% | 3.25% |
| 1 Year | 13.21% | 14.76% |
| 3 Year | 17.83% | 17.32% |
| 5 Year | - | 17.35% |
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% | 13.74% |
| 3 Year | - | 16.74% |
| 5 Year | - | 16.09% |
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% | 0.96% |
| Beta | 0.92% | 0.96% |
| Alpha | 4.66% | 3.04% |
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 | 5.56 |
| Large Cap | 49.95 | 65.32 |
| Small Cap | 28.83 | 12.61 |
| Mid Cap | 10.6 | 16.51 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.09 | 1.18 |
| Communication Services | 5.4 | 5.09 |
| Energy | 3.08 | 5.51 |
| Financial Services | 32.01 | 38.11 |
| Technology | 9.54 | 9.38 |
| Basic Materials | 5.89 | 8.18 |
| Consumer Defensive | 3.48 | 4.87 |
| Healthcare | 8.89 | 9.64 |
| Industrials | 11.97 | 4.98 |
| Consumer Cyclical | 16.72 | 9.08 |
| Real Estate | 1.66 | - |
| Utilities | 0.26 | 4.01 |
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