WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs ITI ELSS Tax Saver Fund Regular compare

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs ITI ELSS Tax Saver Fund Regular compare

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ITI ELSS Tax Saver Fund Regular - Growth

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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹446 Cr	₹438 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	-3.46%	0.05%
6 Month	1.3%	5.27%
1 Year	-1.01%	2.95%
3 Year	18.38%	19.44%
5 Year	16.63%	-

SIP Return Analysis

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
6 Month	2.07%	3.72%
1 Year	14.55%	16.55%
3 Year	16.69%	19.64%
5 Year	16.63%	-

Rolling Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
1 Year	16.07%	32.1%
3 Year	18.72%	-
5 Year	19.35%	-

Risk Management

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Standard Deviation	15.29%	12.71%
Sharp	0.89%	0.99%
Beta	1.08%	0.92%
Alpha	3.36%	3.98%

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	10.26	10.63
Small Cap	47.4	28.83
Large Cap	35.74	49.95
Mid Cap	6.59	10.6

Sector Allocation

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Others	2.35	1.09
Communication Services	1.76	5.4
Consumer Defensive	2.69	3.48
Industrials	22.98	11.97
Financial Services	33.06	32.01
Consumer Cyclical	7.7	16.72
Healthcare	2.64	8.89
Technology	6.11	9.54
Basic Materials	10.87	5.89
Utilities	6.26	0.26
Real Estate	3.58	1.66
Energy	-	3.08

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