WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹407 Cr | ₹4223 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 14 Oct 2022 | 21 Jan 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 0.0% | 70% |
Expense Ratio | 2.34 | 1.82 |
Manager | Piyush Baranwal | Rakesh Shetty |
ISIN Code | INF03VN01647 | INF247L01544 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.92% | 4.79% |
6 Month | 16.1% | 24.52% |
1 Year | 2.67% | -3.42% |
3 Year | - | 24.25% |
5 Year | - | 25.82% |
SIP Return Analysis
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.11% | 5.61% |
1 Year | 11.99% | 11.66% |
3 Year | - | 23.63% |
5 Year | - | 22.38% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
1 Year | 33.95% | 14.95% |
3 Year | - | 16.05% |
5 Year | - | 14.81% |
Risk Management
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 18.99% |
Sharp | - | 0.86% |
Beta | - | 1.15% |
Alpha | - | 8.02% |
Fund Managers
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Name | Piyush Baranwal | Rakesh Shetty |
Total AUM | ₹5379 Cr | ₹33886 Cr |
Funds Managed | 9 | 19 |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
Market Cap
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 10.92 | 5.11 |
Large Cap | 47.94 | 14.9 |
Small Cap | 31.34 | 35.33 |
Mid Cap | 9.81 | 44.66 |
Sector Allocation
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option |
---|---|---|
Others | 2.35 | 1.75 |
Communication Services | 5.43 | 1.59 |
Energy | 2.79 | - |
Financial Services | 32.36 | 18.72 |
Technology | 9.65 | 13.51 |
Basic Materials | 5.86 | 5.57 |
Healthcare | 9.39 | 3.36 |
Industrials | 11.94 | 31.75 |
Consumer Cyclical | 14.98 | 18.07 |
Real Estate | 0.75 | 4.35 |
Consumer Defensive | 4.21 | 1.34 |
Utilities | 0.29 | - |
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