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 | 2.65% | 1.51% |
6 Month | -2.37% | -5.22% |
1 Year | 12.44% | 7.67% |
3 Year | - | 17.42% |
5 Year | - | 22.63% |
SIP Return Analysis
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 0.86% | -0.81% |
1 Year | 1.06% | -6.04% |
3 Year | - | 18.77% |
5 Year | - | 18.1% |
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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