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) | ₹383 Cr | ₹5294 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 | 3.28% | 3.58% |
6 Month | 0.97% | 5.57% |
1 Year | 9.8% | 9.82% |
3 Year | - | 22.45% |
5 Year | - | 25.15% |
SIP Return Analysis
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 11.14% | 8.29% |
1 Year | 15.93% | 14.52% |
3 Year | - | 20.64% |
5 Year | - | 20.39% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 36.61% | 23.61% |
3 Year | - | 22.24% |
5 Year | - | 24.07% |
Risk Management
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | - | 10.42% |
Sharp | - | 1.15% |
Beta | - | 0.67% |
Alpha | - | 4.80% |
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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 | 8.82 | 17.67 |
Large Cap | 50.73 | 70.79 |
Small Cap | 30.06 | 9.85 |
Mid Cap | 10.4 | 1.7 |
Sector Allocation
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 2.13 | 17.67 |
Communication Services | 5.56 | 1.55 |
Energy | 2.99 | 6.05 |
Financial Services | 33.02 | 30.26 |
Technology | 9.88 | 12.58 |
Basic Materials | 6.16 | 0.48 |
Healthcare | 8.97 | 4.36 |
Industrials | 11.83 | 0.92 |
Consumer Cyclical | 14.27 | 14.94 |
Consumer Defensive | 4.32 | 5.24 |
Real Estate | 0.58 | - |
Utilities | 0.3 | 5.96 |
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