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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs SBI Long Term Equity Fund compare

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tortoise-icon WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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