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) | ₹406 Cr | ₹6493 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 | 2.57% | 2.4% |
6 Month | 7.57% | 6.58% |
1 Year | 8.69% | -1.43% |
3 Year | - | 20.39% |
5 Year | - | 22.37% |
SIP Return Analysis
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
6 Month | 8.74% | 8.69% |
1 Year | 12.72% | 8.69% |
3 Year | - | 16.41% |
5 Year | - | 17.38% |
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 | - | 13.43% |
Sharp | - | 1.06% |
Beta | - | 0.92% |
Alpha | - | 1.81% |
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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 | 10.65 | 3.84 |
Large Cap | 49.65 | 71.77 |
Small Cap | 29.45 | 7.73 |
Mid Cap | 10.25 | 16.66 |
Sector Allocation
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
---|---|---|
Others | 3.12 | 0.26 |
Communication Services | 5.66 | 4.66 |
Energy | 2.95 | 6.66 |
Financial Services | 32.54 | 30.17 |
Technology | 9.64 | 10.65 |
Basic Materials | 5.59 | 10.26 |
Healthcare | 9.23 | 4.37 |
Industrials | 11.88 | 13.24 |
Consumer Cyclical | 14.41 | 9.37 |
Consumer Defensive | 4.1 | 4.61 |
Real Estate | 0.56 | - |
Utilities | 0.3 | 5.77 |
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