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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
Kotak ELSS Tax Saver Fund-Scheme-Growth
Chart Comparison
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) | ₹312 Cr | ₹5893 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 | 2.71% | 1.65% |
| 6 Month | -3.47% | -5.48% |
| 1 Year | 10.97% | -1.21% |
| 3 Year | - | 20.69% |
| 5 Year | - | 23.49% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 6 Month | 7.74% | 6.74% |
| 1 Year | 9.28% | 2.09% |
| 3 Year | - | 15.32% |
| 5 Year | - | 16.89% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Standard Deviation | - | 13.913% |
| Sharp | - | 0.496% |
| Beta | - | 0.925% |
| Alpha | - | 0.931% |
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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 | 5.29 | 0.47 |
| Large Cap | 47.1 | 67.49 |
| Small Cap | 34.19 | 16.32 |
| Mid Cap | 13.43 | 15.72 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Others | 4.29 | 0.4 |
| Energy | 2.49 | 5.98 |
| Financial Services | 30.88 | 26.37 |
| Technology | 12.38 | 15.12 |
| Basic Materials | 5.4 | 9.32 |
| Consumer Cyclical | 14.13 | 9.78 |
| Healthcare | 8.37 | 4.3 |
| Industrials | 11.8 | 13.07 |
| Consumer Defensive | 4.8 | 4.93 |
| Utilities | 0.87 | 6.93 |
| Real Estate | 0.81 | - |
| Communication Services | 3.78 | 3.79 |
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