WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Mahindra Manulife ELSS Tax Saver Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹448 Cr | ₹973 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 18 Oct 2016 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 73% |
| Expense Ratio | 2.34 | 2.18 |
| Manager | Piyush Baranwal | Manish Lodha |
| ISIN Code | INF03VN01647 | INF174V01077 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.78% | -4.11% |
| 6 Month | -3.45% | -1.32% |
| 1 Year | 7.83% | 9.61% |
| 3 Year | 20.06% | 14.39% |
| 5 Year | - | 15.36% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.84% | -3.6% |
| 1 Year | -2.69% | -1.04% |
| 3 Year | 12.21% | 7.95% |
| 5 Year | - | 11% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.04% | 7.39% |
| 3 Year | 20.4% | 15.67% |
| 5 Year | - | 15.51% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.98% | 12.44% |
| Sharp | 1.1% | 0.77% |
| Beta | 0.92% | 0.88% |
| Alpha | 3.89% | -0.56% |
Fund Managers
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Name | Piyush Baranwal | Manish Lodha |
| Total AUM | ₹5379 Cr | ₹10881 Cr |
| Funds Managed | 9 | 9 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Others | 12.89 | 9.93 |
| Large Cap | 49.56 | 68.56 |
| Small Cap | 26.61 | 8.99 |
| Mid Cap | 10.94 | 12.52 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Others | 2.24 | 1.98 |
| Communication Services | 5.4 | 4.5 |
| Energy | 3.11 | 6.41 |
| Financial Services | 32.37 | 33.47 |
| Technology | 9.04 | 12.23 |
| Basic Materials | 7.62 | 5.67 |
| Consumer Defensive | 2.85 | 4.93 |
| Healthcare | 8.69 | 5.06 |
| Industrials | 10.63 | 8.34 |
| Real Estate | 1.63 | 0.87 |
| Consumer Cyclical | 16.17 | 15.45 |
| Utilities | 0.24 | 1.08 |
Top Comparisons
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns9.62%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns9.25%
Kotak Credit Risk Fund - Growth
3Y Returns7.44%
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.43%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns15.26%
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth
3Y Returns14.06%
PGIM India Aggressive Hybrid Equity Fund - Growth Option
3Y Returns11.03%
Quant Aggressive Hybrid Fund-Growth
3Y Returns11.44%