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) | ₹312 Cr | ₹14449 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 | 1.71 |
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 | 2.71% | 2.47% |
6 Month | -3.47% | -2.25% |
1 Year | 10.97% | 3.59% |
3 Year | - | 22.23% |
5 Year | - | 25.61% |
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 | 7.74% | 8.34% |
1 Year | 9.28% | 6.01% |
3 Year | - | 17.94% |
5 Year | - | 18.89% |
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 | 36.61% | 11.13% |
3 Year | - | 12.23% |
5 Year | - | 13.59% |
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 | - | 12.81% |
Sharp | - | 0.93% |
Beta | - | 1% |
Alpha | - | 1.28% |
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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 | 5.29 | 0.5 |
Large Cap | 47.1 | 69.09 |
Small Cap | 34.19 | 15.57 |
Mid Cap | 13.43 | 14.84 |
Sector Allocation
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 4.29 | 0.5 |
Energy | 2.49 | - |
Financial Services | 30.88 | - |
Technology | 12.38 | - |
Basic Materials | 5.4 | - |
Consumer Cyclical | 14.13 | - |
Healthcare | 8.37 | - |
Industrials | 11.8 | - |
Consumer Defensive | 4.8 | - |
Utilities | 0.87 | - |
Real Estate | 0.81 | - |
Communication Services | 3.78 | - |
Telecom - Services | - | 3.65 |
Petroleum Products | - | 2.95 |
Electrical Equipment | - | 1.3 |
Industrial Products | - | 3.03 |
IT - Software | - | 4.74 |
Construction | - | 2.94 |
Finance | - | 9 |
Banks | - | 24.59 |
Leisure Services | - | 1.82 |
Pharmaceuticals & Biotechnology | - | 2.44 |
Healthcare Services | - | 1.33 |
Cement & Cement Products | - | 2.68 |
Capital Markets | - | 3.15 |
Chemicals & Petrochemicals | - | 1.53 |
Power | - | 6.32 |
Automobiles | - | 1.74 |
Insurance | - | 4.89 |
Diversified FMCG | - | 1.18 |
Consumer Durables | - | 2.33 |
Entertainment | - | 0.64 |
Agricultural Food & other Products | - | 1.11 |
Retailing | - | 3.33 |
Auto Components | - | 3.57 |
Diversified | - | 0.99 |
Consumable Fuels | - | 1.77 |
Transport Services | - | 1.78 |
Beverages | - | 4.7 |
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