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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) | ₹448 Cr | ₹17163 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 | -3% | -1.41% |
| 6 Month | -2.16% | 1.46% |
| 1 Year | 7.09% | 10.88% |
| 3 Year | 20.45% | 21.14% |
| 5 Year | - | 21.18% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 6 Month | -4.84% | -2.78% |
| 1 Year | -2.69% | 1.44% |
| 3 Year | 12.21% | 13.9% |
| 5 Year | - | 17.5% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 1 Year | 21.04% | 16.37% |
| 3 Year | 20.4% | 16.42% |
| 5 Year | - | 15.85% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 4.98% | 11.39% |
| Sharp | 1.1% | 1.31% |
| Beta | 0.92% | 0.82% |
| Alpha | 3.89% | 5.38% |
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 | 12.89 | 3.1 |
| Large Cap | 49.56 | 82.26 |
| Small Cap | 26.61 | 9.23 |
| Mid Cap | 10.94 | 5.41 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Others | 2.24 | 2.01 |
| Communication Services | 5.4 | 4.55 |
| Energy | 3.11 | 3.22 |
| Financial Services | 32.37 | 43.7 |
| Technology | 9.04 | 7.12 |
| Basic Materials | 7.62 | 4.93 |
| Consumer Defensive | 2.85 | 3.78 |
| Healthcare | 8.69 | 7.39 |
| Industrials | 10.63 | 5.4 |
| Real Estate | 1.63 | - |
| Consumer Cyclical | 16.17 | 16.35 |
| Utilities | 0.24 | 1.54 |
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