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) | ₹406 Cr | ₹4251 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 | -1.81% | -1.96% |
6 Month | 7.87% | 7.07% |
1 Year | 6.2% | 0.52% |
3 Year | - | 20.83% |
5 Year | - | 21.79% |
SIP Return Analysis
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 6.77% | 6.39% |
1 Year | 11.28% | 7.24% |
3 Year | - | 20.34% |
5 Year | - | 18.84% |
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 | - | 14.68% |
Sharp | - | 1.20% |
Beta | - | 0.96% |
Alpha | - | 4.60% |
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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 | 10.65 | 3.61 |
Large Cap | 49.65 | 47.17 |
Small Cap | 29.45 | 26.11 |
Mid Cap | 10.25 | 23.11 |
Sector Allocation
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 3.12 | 1.19 |
Communication Services | 5.66 | 2.21 |
Energy | 2.95 | 4.37 |
Financial Services | 32.54 | 25.06 |
Technology | 9.64 | 10.93 |
Basic Materials | 5.59 | 5.83 |
Healthcare | 9.23 | 5.18 |
Industrials | 11.88 | 17.01 |
Consumer Cyclical | 14.41 | 20.22 |
Consumer Defensive | 4.1 | 3.24 |
Real Estate | 0.56 | 1.48 |
Utilities | 0.3 | 3.29 |
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