- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹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 | 2.71% | 3.57% |
| 6 Month | -3.47% | -5.37% |
| 1 Year | 10.97% | 5.78% |
| 3 Year | - | 24.23% |
| 5 Year | - | 23.64% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 7.74% | 8.78% |
| 1 Year | 9.28% | 6.72% |
| 3 Year | - | 21.05% |
| 5 Year | - | 19.12% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 36.61% | 13.62% |
| 3 Year | - | 14.24% |
| 5 Year | - | 13.28% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Prudential Infrastructure Fund - Growth
3Y Returns33.91%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns27.86%
Edelweiss Recently Listed IPO Fund Regular Plan Growth
3Y Returns16.3%
Quant ESG Equity Fund Regular - Growth
3Y Returns22.57%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns21.23%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns24.39%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns8.16%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns14.86%
