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) | ₹451 Cr | ₹982 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 | -2.22% | -0.71% |
| 6 Month | 0.62% | 0.6% |
| 1 Year | 3.25% | 7.13% |
| 3 Year | 20.97% | 15.16% |
| 5 Year | - | 16.96% |
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 | 1.14% | 2.09% |
| 1 Year | 10.89% | 11.45% |
| 3 Year | 16.98% | 11.92% |
| 5 Year | - | 13.33% |
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 | 32.1% | 7.36% |
| 3 Year | - | 15.82% |
| 5 Year | - | 15.36% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.71% | 11.85% |
| Sharp | 0.99% | 0.63% |
| Beta | 0.92% | 0.88% |
| Alpha | 4.66% | -0.15% |
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 | 12.18 | 10.1 |
| Large Cap | 49.05 | 67.82 |
| Small Cap | 27.8 | 9.5 |
| Mid Cap | 10.96 | 12.58 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
|---|---|---|
| Others | 1.95 | 2.27 |
| Communication Services | 5.26 | 4.4 |
| Energy | 3.08 | 5.61 |
| Financial Services | 31.84 | 33.67 |
| Technology | 9.58 | 12.2 |
| Basic Materials | 6.54 | 6.33 |
| Consumer Defensive | 2.83 | 4.91 |
| Healthcare | 8.93 | 4.68 |
| Industrials | 11.52 | 8.27 |
| Real Estate | 1.65 | 0.91 |
| Consumer Cyclical | 16.58 | 15.54 |
| Utilities | 0.24 | 1.22 |
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