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) | ₹420 Cr | ₹405 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 | -3.51% | -1.76% |
6 Month | 15.42% | 14.98% |
1 Year | -7.54% | 2.68% |
3 Year | 19.49% | - |
5 Year | 17.77% | - |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
---|---|---|
6 Month | 1.96% | 3.4% |
1 Year | 4.45% | 9.13% |
3 Year | 18.03% | - |
5 Year | 17.29% | - |
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 | 15.25% | - |
Sharp | 0.94% | - |
Beta | 1.05% | - |
Alpha | 4.48% | - |
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
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.19%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.19%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
HSBC Medium to Long Duration Fund - Regular Growth
3Y Returns6.03%
LIC MF Bond Fund-Regular Plan-Growth
3Y Returns7.1%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns16.99%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns16.07%