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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) | ₹414 Cr | ₹4088 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 | 1.94% | 0.33% |
| 6 Month | 8.99% | 10.09% |
| 1 Year | 3.99% | 1.56% |
| 3 Year | 19.59% | 18.95% |
| 5 Year | - | 19.48% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.4% | 3.78% |
| 1 Year | 13.97% | 14.71% |
| 3 Year | 19.57% | 18.78% |
| 5 Year | - | 17.65% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 32.1% | 13.09% |
| 3 Year | - | 14.4% |
| 5 Year | - | 13.43% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.71% | 14.03% |
| Sharp | 0.99% | 0.88% |
| Beta | 0.92% | 0.98% |
| Alpha | 3.98% | 3.06% |
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 | 12.15 | 3.17 |
| Large Cap | 48.7 | 46.94 |
| Small Cap | 28.76 | 26.6 |
| Mid Cap | 10.38 | 23.29 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 3.16 | 0.9 |
| Communication Services | 5.22 | 2.15 |
| Energy | 2.76 | 4.2 |
| Financial Services | 31.53 | 23.46 |
| Technology | 8.93 | 13.04 |
| Basic Materials | 5.4 | 5.96 |
| Consumer Defensive | 3.65 | 3.05 |
| Healthcare | 8.79 | 5.08 |
| Industrials | 11.78 | 15.66 |
| Consumer Cyclical | 17.19 | 21.93 |
| Real Estate | 1.33 | 1.44 |
| Utilities | 0.27 | 3.12 |
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