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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 Long Term Equity Fund - Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹312 Cr | ₹29667 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 Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Month | 2.71% | 3.02% |
| 6 Month | -3.47% | -1.83% |
| 1 Year | 10.97% | 4.39% |
| 3 Year | - | 28.85% |
| 5 Year | - | 28.61% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 7.74% | 6.72% |
| 1 Year | 9.28% | 5.34% |
| 3 Year | - | 23.97% |
| 5 Year | - | 23.62% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 36.61% | 10.42% |
| 3 Year | - | 13.24% |
| 5 Year | - | 13.27% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | - | 12.68% |
| Sharp | - | 1.49% |
| Beta | - | 0.9% |
| Alpha | - | 8.36% |
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Fund Managers
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth |
Market Cap
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 5.29 | 9.14 |
| Large Cap | 47.1 | 61.53 |
| Small Cap | 34.19 | 11.28 |
| Mid Cap | 13.43 | 18.05 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 4.29 | 9.14 |
| Energy | 2.49 | - |
| Financial Services | 30.88 | - |
| Technology | 12.38 | - |
| Basic Materials | 5.4 | - |
| Consumer Cyclical | 14.13 | - |
| Healthcare | 8.37 | - |
| Industrials | 11.8 | - |
| Consumer Defensive | 4.8 | - |
| Utilities | 0.87 | - |
| Real Estate | 0.81 | - |
| Communication Services | 3.78 | - |
| Petroleum Products | - | 7.08 |
| IT - Software | - | 9.75 |
| Retailing | - | 2.39 |
| Cement & Cement Products | - | 2.02 |
| Construction | - | 0.35 |
| Non - Ferrous Metals | - | 1.08 |
| Banks | - | 22.62 |
| Pharmaceuticals & Biotechnology | - | 5.72 |
| Healthcare Services | - | 0.98 |
| Ferrous Metals | - | 3.05 |
| Insurance | - | 2.15 |
| Industrial Products | - | 5.54 |
| Automobiles | - | 4.39 |
| Personal Products | - | 0.88 |
| Finance | - | 2.54 |
| Capital Markets | - | 1.56 |
| Gas | - | 3.01 |
| Transport Services | - | 0.65 |
| Diversified FMCG | - | 3.2 |
| Electrical Equipment | - | 0.72 |
| Oil | - | 1.46 |
| Consumer Durables | - | 1.01 |
| Telecom - Services | - | 2 |
| Chemicals & Petrochemicals | - | 0.54 |
| Fertilizers & Agrochemicals | - | 0.71 |
| Beverages | - | 0.92 |
| Leisure Services | - | 0.75 |
| Realty | - | 0.76 |
| Power | - | 3.03 |
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