WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs NIPPON INDIA ELSS TAX SAVER FUND compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹451 Cr | ₹15519 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 21 Sep 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 23% |
| Expense Ratio | 2.34 | 1.69 |
| Manager | Piyush Baranwal | Ashutosh Bhargava |
| ISIN Code | INF03VN01647 | INF204K01GK4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | -1.97% | -1.26% |
| 6 Month | 0.18% | 0.53% |
| 1 Year | 3.22% | 6% |
| 3 Year | 20.46% | 17.02% |
| 5 Year | - | 18.72% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 1.14% | 1.17% |
| 1 Year | 10.89% | 10.78% |
| 3 Year | 16.98% | 13.87% |
| 5 Year | - | 15.47% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 32.1% | 10.13% |
| 3 Year | - | 12.82% |
| 5 Year | - | 14.28% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 12.71% | 12.81% |
| Sharp | 0.99% | 0.8% |
| Beta | 0.92% | 0.99% |
| Alpha | 4.66% | 0.74% |
Fund Managers
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Ashutosh Bhargava |
| Total AUM | ₹5379 Cr | ₹121448 Cr |
| Funds Managed | 9 | 12 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Others | 12.18 | 4.12 |
| Large Cap | 49.05 | 64.53 |
| Small Cap | 27.8 | 17.18 |
| Mid Cap | 10.96 | 14.17 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Others | 1.95 | 0.83 |
| Communication Services | 5.26 | 3.85 |
| Energy | 3.08 | 5.33 |
| Financial Services | 31.84 | 36.78 |
| Technology | 9.58 | 4.99 |
| Basic Materials | 6.54 | 3.48 |
| Consumer Defensive | 2.83 | 10.46 |
| Healthcare | 8.93 | 6.45 |
| Industrials | 11.52 | 9.89 |
| Real Estate | 1.65 | - |
| Consumer Cyclical | 16.58 | 11.56 |
| Utilities | 0.24 | 6.38 |
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