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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs HSBC ELSS Tax saver Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
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) | ₹407 Cr | ₹4021 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 27 Feb 2006 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 70% |
| Expense Ratio | 2.34 | 1.89 |
| Manager | Piyush Baranwal | Gautam Bhupal |
| ISIN Code | INF03VN01647 | INF677K01064 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.66% | 4.04% |
| 6 Month | 16.93% | 18.69% |
| 1 Year | 3.3% | -0.23% |
| 3 Year | - | 19.89% |
| 5 Year | - | 20.38% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.11% | 4.43% |
| 1 Year | 11.99% | 11.31% |
| 3 Year | - | 19.31% |
| 5 Year | - | 17.89% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 33.95% | 13.26% |
| 3 Year | - | 14.33% |
| 5 Year | - | 13.37% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 14.15% |
| Sharp | - | 0.79% |
| Beta | - | 0.96% |
| Alpha | - | 4.23% |
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 |
| Funds Managed | 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 |
|---|---|---|
| Others | 10.92 | 3.03 |
| Large Cap | 47.94 | 47.12 |
| Small Cap | 31.34 | 26.66 |
| Mid Cap | 9.81 | 23.19 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 2.35 | 1.06 |
| Communication Services | 5.43 | 2.16 |
| Energy | 2.79 | 4.21 |
| Financial Services | 32.36 | 24.72 |
| Technology | 9.65 | 10.45 |
| Basic Materials | 5.86 | 5.85 |
| Healthcare | 9.39 | 5.43 |
| Industrials | 11.94 | 17.07 |
| Consumer Cyclical | 14.98 | 21.11 |
| Real Estate | 0.75 | 1.5 |
| Consumer Defensive | 4.21 | 3.4 |
| Utilities | 0.29 | 3.04 |
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