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) | ₹419 Cr | ₹383 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 | 2.4% | 3.28% |
6 Month | 2.79% | 0.97% |
1 Year | 1.01% | 9.8% |
3 Year | 25.94% | - |
5 Year | 21.9% | - |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
---|---|---|
6 Month | 11.94% | 10.34% |
1 Year | 12.94% | 15.53% |
3 Year | 21.95% | - |
5 Year | 19.3% | - |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
---|---|---|
1 Year | 18.91% | 36.61% |
3 Year | 18.3% | - |
5 Year | 18.29% | - |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 15.71% | - |
Sharp | 1.02% | - |
Beta | 1.00% | - |
Alpha | 5.28% | - |
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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 | 4.34 | 8.82 |
Small Cap | 46.6 | 30.06 |
Large Cap | 40.16 | 50.73 |
Mid Cap | 8.9 | 10.4 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
---|---|---|
Others | 0.45 | 2.13 |
Communication Services | 2.72 | 5.56 |
Consumer Defensive | 3.4 | 4.32 |
Basic Materials | 10.06 | 6.16 |
Industrials | 21.12 | 11.83 |
Financial Services | 31.05 | 33.02 |
Consumer Cyclical | 8.52 | 14.27 |
Technology | 8.96 | 9.88 |
Healthcare | 2.18 | 8.97 |
Energy | 1.03 | 2.99 |
Real Estate | 4.29 | 0.58 |
Utilities | 6.23 | 0.3 |
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