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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| Fund | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹409 Cr | ₹414 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2019 | 14 Oct 2022 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | % | 0.0% |
| Expense Ratio | 2.32 | 2.34 |
| Manager | Vishal Jajoo | Piyush Baranwal |
| ISIN Code | INF00XX01374 | INF03VN01647 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| 1 Month | -0.05% | -0.55% |
| 6 Month | 13.69% | 12.84% |
| 1 Year | -5.32% | 0.52% |
| 3 Year | 20.75% | 20.36% |
| 5 Year | 19.08% | - |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 1.79% | 1.7% |
| 1 Year | 12.22% | 11.19% |
| 3 Year | 17.16% | - |
| 5 Year | 16.6% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 16.96% | 32.1% |
| 3 Year | 18.57% | - |
| 5 Year | 19.32% | - |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 15.30% | - |
| Sharp | 0.89% | - |
| Beta | 1.08% | - |
| Alpha | 4.07% | - |
Fund Managers
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| Name | Vishal Jajoo | Piyush Baranwal |
| Total AUM | ₹762 Cr | ₹5379 Cr |
| Funds Managed | 3 | 9 |
| ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Market Cap
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| Others | 8.94 | 10.44 |
| Small Cap | 47.05 | 31.08 |
| Large Cap | 37.45 | 48.5 |
| Mid Cap | 6.56 | 9.99 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| Others | 2.03 | 2.05 |
| Communication Services | 2.71 | 5.41 |
| Consumer Defensive | 2.02 | 4.03 |
| Basic Materials | 10.31 | 5.76 |
| Industrials | 22.67 | 11.58 |
| Financial Services | 31.5 | 31.72 |
| Consumer Cyclical | 9.7 | 16.81 |
| Technology | 6.53 | 9.63 |
| Healthcare | 2.03 | 9.31 |
| Utilities | 6.34 | 0.27 |
| Real Estate | 4.16 | 0.64 |
| Energy | - | 2.78 |
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