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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) ₹312 Cr ₹3977 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 6.42% 6.21%
6 Month -4.05% -7.29%
1 Year 14.11% 9.25%
3 Year - 19.45%
5 Year - 23.42%

SIP Return Analysis

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
6 Month -0.1% -1.91%
1 Year -1.39% -8.6%
3 Year - 16.63%
5 Year - 16.65%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
1 Year 38.18% 14.01%
3 Year - 14.15%
5 Year - 13.19%

Risk Management

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation - 15.421%
Sharp - 0.548%
Beta - 0.99%
Alpha - 2.056%

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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
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 5.29 2.39
Large Cap 47.1 48.17
Small Cap 34.19 26.02
Mid Cap 13.43 23.42

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

HSBC ELSS Tax saver Fund - Regular Growth

Others 4.29 0.62
Energy 2.49 4.19
Financial Services 30.88 23.48
Technology 12.38 12.24
Basic Materials 5.4 6.44
Consumer Cyclical 14.13 19.36
Healthcare 8.37 5.83
Industrials 11.8 18.01
Consumer Defensive 4.8 3.2
Utilities 0.87 3.21
Real Estate 0.81 1.51
Communication Services 3.78 1.91

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