- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹406 Cr | ₹15623 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 | -1.55% | -0.89% |
| 6 Month | 9.46% | 11.09% |
| 1 Year | 6.66% | -1.14% |
| 3 Year | - | 18.8% |
| 5 Year | - | 24.24% |
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 | 6.77% | 6.06% |
| 1 Year | 11.28% | 8.15% |
| 3 Year | - | 17.99% |
| 5 Year | - | 18.75% |
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 | - | 1.15% |
| Beta | - | 1% |
| Alpha | - | 0.7% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 10.65 | 4.88 |
| Large Cap | 49.65 | 64.13 |
| Small Cap | 29.45 | 16.77 |
| Mid Cap | 10.25 | 14.22 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
|---|---|---|
| Others | 3.12 | 1.26 |
| Communication Services | 5.66 | 4.32 |
| Energy | 2.95 | 4.68 |
| Financial Services | 32.54 | 39.37 |
| Technology | 9.64 | 4.36 |
| Basic Materials | 5.59 | 4.29 |
| Healthcare | 9.23 | 3.5 |
| Industrials | 11.88 | 11.11 |
| Consumer Cyclical | 14.41 | 11.48 |
| Consumer Defensive | 4.1 | 9.05 |
| Real Estate | 0.56 | - |
| Utilities | 0.3 | 6.57 |
Top Comparisons
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.55%
HSBC Credit Risk Fund - Regular Growth
3Y Returns11.19%
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.04%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns7.17%
HDFC Gilt Fund - Growth Plan
3Y Returns7.65%
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns8.09%
HSBC Liquid Fund - Regular Growth
3Y Returns6.99%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.98%
