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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) | ₹451 Cr | ₹5867 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 | -0.07% | -0.38% |
| 6 Month | 1.31% | -1.22% |
| 1 Year | 4.67% | 6.31% |
| 3 Year | 21.4% | 17.59% |
| 5 Year | - | 17.96% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.92% | 1.15% |
| 1 Year | 12.84% | 7.55% |
| 3 Year | 17.2% | 13.23% |
| 5 Year | - | 15.35% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 32.1% | 20.35% |
| 3 Year | - | 21.8% |
| 5 Year | - | 23.16% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 4.98% | 9.65% |
| Sharp | 1.06% | 1.04% |
| Beta | 0.92% | 0.66% |
| Alpha | 4.32% | 3.2% |
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 | 1.96 | 13.87 |
| Large Cap | 52.05 | 70.74 |
| Small Cap | 34.47 | 13.53 |
| Mid Cap | 11.52 | 1.86 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 1.96 | 13.87 |
| Telecom - Services | 4.63 | 3.82 |
| Petroleum Products | 2.46 | - |
| Capital Markets | 3.08 | 1.82 |
| IT - Software | 6.34 | 11.14 |
| Pharmaceuticals & Biotechnology | 5.93 | 3.86 |
| Other Consumer Services | 0.05 | - |
| Construction | 0.74 | - |
| Insurance | 1.36 | - |
| Finance | 6.81 | 12.55 |
| Consumer Durables | 4.04 | - |
| Electrical Equipment | 2.9 | - |
| Banks | 20.85 | 20.72 |
| Non - Ferrous Metals | 0.63 | - |
| Healthcare Services | 1.66 | 0.35 |
| Chemicals & Petrochemicals | 2.28 | - |
| Commercial Services & Supplies | 1.9 | 2.28 |
| Auto Components | 2.65 | 0.97 |
| Cement & Cement Products | 0.8 | - |
| Ferrous Metals | 0.8 | - |
| Leisure Services | 2.49 | - |
| Industrial Manufacturing | 1.83 | - |
| Healthcare Equipment & Supplies | 1.77 | - |
| Industrial Products | 1.95 | 0.2 |
| IT - Services | 1.78 | - |
| Automobiles | 4.9 | 8.3 |
| Personal Products | 0.66 | - |
| Realty | 1.02 | - |
| Oil | 0.62 | - |
| Food Products | 1.45 | 0.83 |
| Aerospace & Defense | 2.65 | - |
| Agricultural, Commercial & Construction Vehicles | 0.65 | - |
| Retailing | 4.35 | - |
| Financial Technology (Fintech) | 0.34 | - |
| Transport Services | 0.76 | - |
| Household Products | 0.67 | - |
| Power | 0.24 | 5.99 |
| Fertilizers & Agrochemicals | - | 0.49 |
| Diversified FMCG | - | 5.01 |
| Agricultural Food & other Products | - | 2.41 |
| Consumable Fuels | - | 5.26 |
| Cigarettes & Tobacco Products | - | 0.13 |
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