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

Invest Now

Kotak ELSS Tax Saver Fund-Scheme-Growth

Invest Now

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)	₹293 Cr	₹6148 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	2.33	1.76
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	-7%	-7.74%
6 Month	1.05%	-7.52%
1 Year	22.89%	16.96%
3 Year	-	13.03%
5 Year	-	17.71%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month	-	-
1 Year	13.13%	-
3 Year	-	17.35%
5 Year	-	19.55%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year	40.12%	12.82%
3 Year	-	12.81%
5 Year	-	12.93%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation	4.98%	11.32%
Sharp	-	0.8%
Beta	-	0.87%
Alpha	-	2.68%

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
Fund Manage	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	3.76	1.47
Small Cap	35.91	17.14
Large Cap	43.84	67.31
Mid Cap	16.49	14.06

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	3.76	1.47
Realty	0.75	-
Petroleum Products	1.48	6.29
IT - Software	6.8	12.21
Pharmaceuticals & Biotechnology	5.9	4.34
Construction	2.41	7.51
Retailing	6.72	1.81
Finance	7.16	1.91
Electrical Equipment	4.98	1.05
Agricultural Food & other Products	0.09	-
Non - Ferrous Metals	0.38	0.67
Banks	13.61	19.62
Healthcare Services	2.04	-
Chemicals & Petrochemicals	1.79	4.8
Transport Services	1.21	-
Cement & Cement Products	0.92	3.04
Ferrous Metals	0.85	1.5
Consumer Durables	3.57	1.61
Leisure Services	1.14	-
Personal Products	1.62	1.67
Food Products	2.15	-
Industrial Products	4.23	0.93
Automobiles	2.09	2.03
Insurance	2.17	-
Beverages	0.73	1
Healthcare Equipment & Supplies	1.43	-
IT - Services	1.37	-
Aerospace & Defense	1.05	1.28
Oil	0.86	-
Textiles & Apparels	0.6	0.46
Auto Components	1.9	3.5
Capital Markets	9.03	4.01
Commercial Services & Supplies	0.66	-
Telecom - Services	2.31	2.7
Financial Technology (Fintech)	0.64	-
Diversified FMCG	0.28	2.16
Household Products	1.03	-
Entertainment	0.29	0.98
Gas	-	2.8
Fertilizers & Agrochemicals	-	1.56
Power	-	4.94
Industrial Manufacturing	-	2.13