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

Link copied to clipboard!

ITI ELSS Tax Saver Fund Regular - Growth

Invest Now

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Invest Now

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)	₹409 Cr	₹407 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	3.38%	2.49%
6 Month	17.45%	15.68%
1 Year	-5%	2.75%
3 Year	19.57%	-
5 Year	19.56%	-

SIP Return Analysis

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
6 Month	3.54%	4.11%
1 Year	10.58%	11.99%
3 Year	17.98%	-
5 Year	16.99%	-

Rolling Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
1 Year	17.67%	33.95%
3 Year	18.44%	-
5 Year	19.61%	-

Risk Management

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Standard Deviation	15.44%	-
Sharp	0.77%	-
Beta	1.07%	-
Alpha	4.18%	-

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	9.18	10.92
Small Cap	47.59	31.34
Large Cap	36.05	47.94
Mid Cap	7.19	9.81

Sector Allocation

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Others	2.46	2.35
Communication Services	2.7	5.43
Consumer Defensive	1.92	4.21
Basic Materials	10.66	5.86
Industrials	21.84	11.94
Financial Services	30.65	32.36
Consumer Cyclical	9.4	14.98
Technology	7.39	9.65
Healthcare	2.03	9.39
Energy	0	2.79
Utilities	6.47	0.29
Real Estate	4.47	0.75

Top Comparisons

Invesco India Largecap Fund - Growth

3Y Returns16.21%

VS

Sundaram Large Cap Fund Regular Plan - Growth

3Y Returns11.52%

Compare Now

Sundaram Services Fund Regular Plan - Growth

3Y Returns17.52%

VS

Quant ESG Integration Strategy Fund Regular - Growth

3Y Returns13.2%

Compare Now

Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns5.73%

VS

UTI Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns6.81%

Compare Now

Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns27.3%

VS

Tata Small Cap Fund Regular Growth

3Y Returns20.02%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully