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

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

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

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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) ₹414 Cr ₹942 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 4.63% 4.04%
6 Month 9.43% 7.02%
1 Year 8% 6.39%
3 Year 20.56% 15.36%
5 Year - 20.78%

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 2.58% 2.35%
1 Year 13.73% 13.35%
3 Year 20.02% 13.67%
5 Year - 14.58%

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% 7.68%
3 Year - 16.18%
5 Year - 14.67%

Risk Management

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Standard Deviation - 11.92%
Sharp - 0.68%
Beta - 0.90%
Alpha - 0.11%

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 12.15 7.82
Large Cap 48.7 70.1
Small Cap 28.76 10.45
Mid Cap 10.38 11.64

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

Others 3.16 3.05
Communication Services 5.22 3.85
Energy 2.76 5.08
Financial Services 31.53 33.23
Technology 8.93 9.59
Basic Materials 5.4 7.24
Consumer Defensive 3.65 5.8
Healthcare 8.79 4.85
Industrials 11.78 8.92
Consumer Cyclical 17.19 15.84
Real Estate 1.33 0.73
Utilities 0.27 1.83

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