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

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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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

Overview

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Fund	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹414 Cr	₹6278 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	14 Oct 2022	23 Nov 2005
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	0.0%	14.27%
Expense Ratio	2.34	1.77
Manager	Piyush Baranwal	Harsha Upadhyaya
ISIN Code	INF03VN01647	INF174K01369
Exits Load	Data not available./365	Data not available./365

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Month	0.56%	0.59%
6 Month	10.2%	8.86%
1 Year	3.37%	-1.1%
3 Year	20.47%	16.68%
5 Year	-	20.42%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month	2.5%	1.92%
1 Year	12.93%	10.25%
3 Year	19.77%	13.71%
5 Year	-	15.29%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year	32.1%	12.21%
3 Year	-	13.41%
5 Year	-	13.38%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation	-	12.76%
Sharp	-	0.72%
Beta	-	0.94%
Alpha	-	0.99%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Name	Piyush Baranwal	Harsha Upadhyaya
Total AUM	₹5379 Cr	₹139411 Cr
Funds Managed	9	11
	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	12.15	6.25
Large Cap	48.7	69.53
Small Cap	28.76	7.76
Mid Cap	10.38	16.46

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	3.16	2.96
Communication Services	5.22	4.29
Energy	2.76	6.77
Financial Services	31.53	30.3
Technology	8.93	10.04
Basic Materials	5.4	9.77
Consumer Defensive	3.65	5.01
Healthcare	8.79	4.61
Industrials	11.78	10.97
Consumer Cyclical	17.19	11.2
Real Estate	1.33	-
Utilities	0.27	4.1