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

Link copied to clipboard!

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Invest Now

Kotak ELSS Tax Saver Fund-Scheme-Growth

Invest Now

Chart Comparison

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)	₹383 Cr	₹6266 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	3.13%	3.33%
6 Month	0.38%	0.43%
1 Year	10.72%	0.71%
3 Year	-	21.66%
5 Year	-	23.06%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month	11.14%	10.11%
1 Year	15.93%	9.43%
3 Year	-	17.83%
5 Year	-	18.31%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year	36.61%	12.67%
3 Year	-	13.12%
5 Year	-	13.21%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation	-	13.82%
Sharp	-	0.85%
Beta	-	0.92%
Alpha	-	1.82%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	8.82	1.51
Large Cap	50.73	73.94
Small Cap	30.06	8.01
Mid Cap	10.4	16.54

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	2.13	1.43
Communication Services	5.56	4.55
Energy	2.99	6.53
Financial Services	33.02	29.16
Technology	9.88	10.83
Basic Materials	6.16	10.49
Healthcare	8.97	4.18
Industrials	11.83	12.59
Consumer Cyclical	14.27	9.23
Consumer Defensive	4.32	4.46
Real Estate	0.58	-
Utilities	0.3	6.54