WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs HSBC ELSS Tax saver Fund compare

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tortoise-icon WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

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tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
Fund WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹247 Cr ₹4259 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 14 Oct 2022 01 Jan 2013
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% 70%
Expense Ratio 2.32 1.91
Manager Piyush Baranwal Gautam Bhupal
ISIN Code INF03VN01647 INF677K01064
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
1 Month 3% 2.92%
6 Month 20.88% 26.88%
1 Year 43.76% 50.9%
3 Year - 21.03%
5 Year - 21.78%

SIP Return Analysis

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
6 Month - -
1 Year 17.34% 21.52%
3 Year 31.26% 44.16%
5 Year 31.26% 75.85%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
1 Year 27.1% 22.33%
3 Year 35.75% 56.95%
5 Year 35.75% 86.36%

Risk Management

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation 4.98% 12.97%
Sharp - 1.02%
Beta - 0.93%
Alpha - 1.15%

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Fund Managers

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
Name Piyush Baranwal Gautam Bhupal
Total AUM ₹5379 Cr ₹25949 Cr
Fund Manage 9 13
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth

Market Cap

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

HSBC ELSS Tax saver Fund - Regular Growth

Large Cap 48.2 51.84
Small Cap 29.38 22.85
Others 10.25 2.78
Mid Cap 12.17 22.53

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

HSBC ELSS Tax saver Fund - Regular Growth

Financial 27.61 22.44
Consumer Staples 7.46 2.67
Capital Goods 10.58 19.87
Construction 4.38 9.39
Energy 2.85 7.84
Services 11.52 5.57
Consumer Discretionary 3.56 5.74
Materials 2.7 1.25
Automobile 4.65 6.11
Technology 6.12 7.59
Healthcare 9.39 4.62
Communication 1.68 1.62
Others 1.59 0.76
Metals & Mining 2.63 3.9
Chemicals 1.34 0.63
Insurance 0.89 -
Textiles 1.05 -

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