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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs NIPPON INDIA 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 NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

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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 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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