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

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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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)	₹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

Trailing Lumpsum Returns

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Month	3.5%	1.35%
6 Month	7.78%	4.62%
1 Year	9.88%	4.18%
3 Year	20.44%	15.31%
5 Year	-	18.99%

SIP Return Analysis

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month	3.26%	1.36%
1 Year	15.8%	10.07%
3 Year	19.75%	12.78%
5 Year	-	14.49%

Rolling Lumpsum Returns

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year	32.1%	12.08%
3 Year	-	13.6%
5 Year	-	13.53%

Risk Management

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation	12.71%	12.65%
Sharp	0.99%	0.69%
Beta	0.92%	0.91%
Alpha	3.98%	0.07%

Fund Managers

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

Market Cap

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	10.63	6.25
Large Cap	49.95	69.53
Small Cap	28.83	7.76
Mid Cap	10.6	16.46

Sector Allocation

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	1.09	2.96
Communication Services	5.4	4.29
Energy	3.08	6.77
Financial Services	32.01	30.3
Technology	9.54	10.04
Basic Materials	5.89	9.77
Consumer Defensive	3.48	5.01
Healthcare	8.89	4.61
Industrials	11.97	10.97
Consumer Cyclical	16.72	11.2
Real Estate	1.66	-
Utilities	0.26	4.1

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