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 Risk | Very High Risk |
Asset Size (Cr) | ₹312 Cr | ₹27306 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 | 1.6 |
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 | -2.82% | -1.65% |
6 Month | -1.6% | -6.96% |
1 Year | 15.71% | 12.19% |
3 Year | - | 22.12% |
5 Year | - | 22.3% |
SIP Return Analysis
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
6 Month | - | - |
1 Year | 8.54% | 1.57% |
3 Year | - | 26.26% |
5 Year | - | 25.65% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Year | 39.06% | 10.61% |
3 Year | - | 12.89% |
5 Year | - | 13.14% |
Risk Management
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Standard Deviation | 4.98% | 13.09% |
Sharp | - | 1.04% |
Beta | - | 0.99% |
Alpha | - | 7.2% |
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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 |
Fund Manage | 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 | 3.76 | 9.1 |
Small Cap | 35.91 | 12.09 |
Large Cap | 43.84 | 55.87 |
Mid Cap | 16.49 | 22.94 |
Sector Allocation
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 3.76 | 9.1 |
Realty | 0.75 | 1.13 |
Petroleum Products | 1.48 | 5.48 |
IT - Software | 6.8 | 9.4 |
Pharmaceuticals & Biotechnology | 5.9 | 5.31 |
Construction | 2.41 | 0.9 |
Retailing | 6.72 | 1.87 |
Finance | 7.16 | 3.01 |
Electrical Equipment | 4.98 | 1.65 |
Agricultural Food & other Products | 0.09 | - |
Non - Ferrous Metals | 0.38 | 1.67 |
Banks | 13.61 | 18.98 |
Healthcare Services | 2.04 | 1.6 |
Chemicals & Petrochemicals | 1.79 | 0.65 |
Transport Services | 1.21 | 0.78 |
Cement & Cement Products | 0.92 | 2.07 |
Ferrous Metals | 0.85 | 2.8 |
Consumer Durables | 3.57 | 0.88 |
Leisure Services | 1.14 | 0.63 |
Personal Products | 1.62 | 0.93 |
Food Products | 2.15 | - |
Industrial Products | 4.23 | 6.34 |
Automobiles | 2.09 | 4.91 |
Insurance | 2.17 | 2.65 |
Beverages | 0.73 | 0.85 |
Healthcare Equipment & Supplies | 1.43 | - |
IT - Services | 1.37 | - |
Aerospace & Defense | 1.05 | - |
Oil | 0.86 | 1.64 |
Textiles & Apparels | 0.6 | - |
Auto Components | 1.9 | - |
Capital Markets | 9.03 | 1.58 |
Commercial Services & Supplies | 0.66 | - |
Telecom - Services | 2.31 | 3.26 |
Financial Technology (Fintech) | 0.64 | - |
Diversified FMCG | 0.28 | 2.56 |
Household Products | 1.03 | - |
Entertainment | 0.29 | - |
Gas | - | 3.3 |
Fertilizers & Agrochemicals | - | 0.82 |
Power | - | 3.25 |
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