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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Franklin India ELSS Tax Saver Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Franklin India ELSS Tax Saver Fund-Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹451 Cr | ₹6788 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 10 Apr 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 20.34% |
| Expense Ratio | 2.34 | 1.81 |
| Manager | Piyush Baranwal | R Janakiraman |
| ISIN Code | INF03VN01647 | INF090I01775 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| 1 Month | -1.28% | -0.31% |
| 6 Month | 3.45% | 1.63% |
| 1 Year | 0.4% | -0.39% |
| 3 Year | 19.48% | 16.98% |
| 5 Year | - | 19.28% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| 6 Month | 1.35% | 1.49% |
| 1 Year | 13.21% | 10.47% |
| 3 Year | 17.83% | 14.67% |
| 5 Year | - | 16.07% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| 1 Year | 32.1% | 15.42% |
| 3 Year | - | 17.54% |
| 5 Year | - | 17.36% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| Standard Deviation | 12.71% | 12.29% |
| Sharp | 0.99% | 0.88% |
| Beta | 0.92% | 0.94% |
| Alpha | 4.66% | 1.71% |
Fund Managers
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| Name | Piyush Baranwal | R Janakiraman |
| Total AUM | ₹5379 Cr | ₹50034 Cr |
| Funds Managed | 9 | 8 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
Market Cap
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| Others | 10.63 | 5.24 |
| Large Cap | 49.95 | 74.87 |
| Small Cap | 28.83 | 8.76 |
| Mid Cap | 10.6 | 11.13 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| Others | 1.09 | 4.64 |
| Communication Services | 5.4 | 5.46 |
| Energy | 3.08 | 3.23 |
| Financial Services | 32.01 | 30.6 |
| Technology | 9.54 | 8.75 |
| Basic Materials | 5.89 | 5.89 |
| Consumer Defensive | 3.48 | 5.74 |
| Healthcare | 8.89 | 5.44 |
| Industrials | 11.97 | 12.52 |
| Consumer Cyclical | 16.72 | 10.86 |
| Real Estate | 1.66 | 1.89 |
| Utilities | 0.26 | 4.98 |
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