Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Mahindra Manulife ELSS Tax Saver Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Invest Now

tortoise-icon Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

Invest Now

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 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) ₹407 Cr ₹941 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 3.07% 3.98%
6 Month 16.68% 15.34%
1 Year 3.54% -0.76%
3 Year - 15.24%
5 Year - 20.61%

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 4.11% 3.8%
1 Year 11.99% 12.18%
3 Year - 13.83%
5 Year - 14.82%

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 33.95% 7.82%
3 Year - 16.44%
5 Year - 13.97%

Risk Management

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Standard Deviation - 12.19%
Sharp - 0.56%
Beta - 0.90%
Alpha - 0.34%

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 10.44 6.79
Large Cap 48.5 70.94
Small Cap 31.08 11.62
Mid Cap 9.99 10.65

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

Others 2.05 2.82
Communication Services 5.41 3.91
Energy 2.78 5.06
Financial Services 31.72 30.87
Technology 9.63 10.06
Basic Materials 5.76 7.57
Healthcare 9.31 4.68
Industrials 11.58 9.47
Consumer Cyclical 16.81 15.39
Real Estate 0.64 -
Consumer Defensive 4.03 8.18
Utilities 0.27 1.99

Top Comparisons

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns17.07%

VS

Canara Robeco Focused Fund - Regular Plan - Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option

3Y Returns17.88%

Compare Now

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

3Y Returns19.52%

VS

Nippon India Multi Cap Fund-Growth Plan-Growth Option Nippon India Multi Cap Fund-Growth Plan-Growth Option

3Y Returns23.09%

Compare Now

ICICI Prudential Constant Maturity Gilt Fund - Growth ICICI Prudential Constant Maturity Gilt Fund - Growth

3Y Returns8.16%

VS

DSP 10Y G-Sec Fund - Regular Plan - Growth DSP 10Y G-Sec Fund - Regular Plan - Growth

3Y Returns7.87%

Compare Now

DSP Arbitrage Fund - Regular - Growth DSP Arbitrage Fund - Regular - Growth

3Y Returns6.88%

VS

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.81%

Compare Now
Add to Cart Successfully