- 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
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Parag Parikh Tax Saver Fund Regular compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Parag Parikh Tax Saver Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹407 Cr | ₹5524 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 24 Jul 2019 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | % |
| Expense Ratio | 2.34 | 1.73 |
| Manager | Piyush Baranwal | Rajeev Thakkar |
| ISIN Code | INF03VN01647 | INF879O01092 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.07% | 3.09% |
| 6 Month | 16.68% | 13.31% |
| 1 Year | 3.54% | 4.85% |
| 3 Year | - | 18.51% |
| 5 Year | - | 21.43% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.11% | 3.91% |
| 1 Year | 11.99% | 12.64% |
| 3 Year | - | 17.51% |
| 5 Year | - | 18.12% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 33.95% | 22.57% |
| 3 Year | - | 22.15% |
| 5 Year | - | 24.48% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | - | 9.79% |
| Sharp | - | 1.07% |
| Beta | - | 0.68% |
| Alpha | - | 5.51% |
Fund Managers
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Name | Piyush Baranwal | Rajeev Thakkar |
| Total AUM | ₹5379 Cr | ₹0 Cr |
| Funds Managed | 9 | 5 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 10.44 | 14.42 |
| Large Cap | 48.5 | 71.03 |
| Small Cap | 31.08 | 13.49 |
| Mid Cap | 9.99 | 1.05 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 2.05 | 14.42 |
| Communication Services | 5.41 | 3.58 |
| Energy | 2.78 | 5.57 |
| Financial Services | 31.72 | 29.35 |
| Technology | 9.63 | 11.16 |
| Basic Materials | 5.76 | 0.54 |
| Healthcare | 9.31 | 4.33 |
| Industrials | 11.58 | 1.01 |
| Consumer Cyclical | 16.81 | 16.33 |
| Real Estate | 0.64 | - |
| Consumer Defensive | 4.03 | 7.75 |
| Utilities | 0.27 | 5.96 |
Top Comparisons
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns14.97%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns12.6%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.38%
HSBC Overnight Fund - Regular Growth
3Y Returns6.36%
HDFC Manufacturing Fund - Regular (G)
3Y Returns0%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.94%
SBI Liquid Fund - Regular Plan -Growth
3Y Returns6.92%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns7%
