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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs HDFC ELSS Tax saver Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
HDFC ELSS Tax saver Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹312 Cr | ₹15413 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 02 Apr 1996 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 36.4% |
| Expense Ratio | 2.34 | 1.7 |
| Manager | Piyush Baranwal | Dhruv Muchhal |
| ISIN Code | INF03VN01647 | INF179K01BB8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 1 Month | 2.65% | 4.38% |
| 6 Month | -2.37% | 1.61% |
| 1 Year | 12.44% | 13.41% |
| 3 Year | - | 22.8% |
| 5 Year | - | 27.35% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 6 Month | 0.86% | 4.15% |
| 1 Year | 1.06% | 4.51% |
| 3 Year | - | 22.7% |
| 5 Year | - | 23.41% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 1 Year | 38.18% | 17.75% |
| 3 Year | - | 15.14% |
| 5 Year | - | 14.93% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Standard Deviation | - | 12.311% |
| Sharp | - | 1.077% |
| Beta | - | 0.848% |
| Alpha | - | 7.78% |
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Fund Managers
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Name | Piyush Baranwal | Dhruv Muchhal |
| Total AUM | ₹5379 Cr | ₹520687 Cr |
| Funds Managed | 9 | 40 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
Market Cap
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Others | 5.29 | 7.25 |
| Large Cap | 47.1 | 75.98 |
| Small Cap | 34.19 | 10.42 |
| Mid Cap | 13.43 | 6.34 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Others | 4.29 | 6.95 |
| Energy | 2.49 | 0.59 |
| Financial Services | 30.88 | 40.82 |
| Technology | 12.38 | 6.67 |
| Basic Materials | 5.4 | 5.51 |
| Consumer Cyclical | 14.13 | 13.5 |
| Healthcare | 8.37 | 10.74 |
| Industrials | 11.8 | 5.95 |
| Consumer Defensive | 4.8 | 1.02 |
| Utilities | 0.87 | 1.27 |
| Real Estate | 0.81 | 1.15 |
| Communication Services | 3.78 | 5.85 |
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