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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs SBI Long Term Equity Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹406 Cr | ₹30616 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 31 Mar 1993 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 TRI |
| Turn Over | 0.0% | 15% |
| Expense Ratio | 2.34 | 1.59 |
| Manager | Piyush Baranwal | Dinesh Balachandran |
| ISIN Code | INF03VN01647 | INF200K01495 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Month | -1.81% | -2.12% |
| 6 Month | 7.87% | 5.1% |
| 1 Year | 6.2% | -2.4% |
| 3 Year | - | 25.23% |
| 5 Year | - | 25.8% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 6.77% | 4.38% |
| 1 Year | 11.28% | 5.49% |
| 3 Year | - | 22.87% |
| 5 Year | - | 23.11% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 33.95% | 10.2% |
| 3 Year | - | 13.51% |
| 5 Year | - | 13.34% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | - | 13.09% |
| Sharp | - | 1.58% |
| Beta | - | 0.94% |
| Alpha | - | 7.03% |
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Fund Managers
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Name | Piyush Baranwal | Dinesh Balachandran |
| Total AUM | ₹5379 Cr | ₹69808 Cr |
| Funds Managed | 9 | 4 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Market Cap
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 10.65 | 8.95 |
| Large Cap | 49.65 | 62.6 |
| Small Cap | 29.45 | 11.16 |
| Mid Cap | 10.25 | 17.29 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 3.12 | 6.12 |
| Communication Services | 5.66 | 2.01 |
| Energy | 2.95 | 9.52 |
| Financial Services | 32.54 | 28.38 |
| Technology | 9.64 | 9.8 |
| Basic Materials | 5.59 | 9.58 |
| Healthcare | 9.23 | 7.37 |
| Industrials | 11.88 | 8.15 |
| Consumer Cyclical | 14.41 | 8.7 |
| Consumer Defensive | 4.1 | 4.46 |
| Real Estate | 0.56 | 1.06 |
| Utilities | 0.3 | 4.84 |
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