WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Quant ELSS Tax Saver Fund Regular Plan compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Quant ELSS Tax Saver Fund Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹438 Cr | ₹10279 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 31 Mar 2000 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | % |
| Expense Ratio | 2.34 | 1.71 |
| Manager | Piyush Baranwal | Vasav Sahgal |
| ISIN Code | INF03VN01647 | INF966L01135 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.5% | 3.25% |
| 6 Month | 7.78% | 8.64% |
| 1 Year | 9.88% | 5.36% |
| 3 Year | 20.44% | 14.87% |
| 5 Year | - | 26.06% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.26% | 4.29% |
| 1 Year | 15.8% | 18.28% |
| 3 Year | 19.75% | 13.54% |
| 5 Year | - | 16.5% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Year | 32.1% | 16.91% |
| 3 Year | - | 17.87% |
| 5 Year | - | 17.48% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.71% | 17.25% |
| Sharp | 0.99% | 0.536% |
| Beta | 0.92% | 1.135% |
| Alpha | 3.98% | 0.439% |
Fund Managers
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Name | Piyush Baranwal | Vasav Sahgal |
| Total AUM | ₹5379 Cr | ₹46505 Cr |
| Funds Managed | 9 | 21 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Market Cap
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 10.63 | 12.54 |
| Large Cap | 49.95 | 74.24 |
| Small Cap | 28.83 | 5.38 |
| Mid Cap | 10.6 | 7.84 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 1.09 | 3.25 |
| Communication Services | 5.4 | - |
| Energy | 3.08 | 12.92 |
| Financial Services | 32.01 | 24 |
| Technology | 9.54 | 1.39 |
| Basic Materials | 5.89 | 4.84 |
| Consumer Defensive | 3.48 | 4.31 |
| Healthcare | 8.89 | 6.98 |
| Industrials | 11.97 | 11.52 |
| Consumer Cyclical | 16.72 | 9.58 |
| Real Estate | 1.66 | 3.25 |
| Utilities | 0.26 | 17.97 |
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