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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 | ₹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 | 2.65% | 2.26% |
| 6 Month | -2.37% | -3.25% |
| 1 Year | 12.44% | 7.13% |
| 3 Year | - | 24.22% |
| 5 Year | - | 28.32% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 0.86% | 0.66% |
| 1 Year | 1.06% | -3.7% |
| 3 Year | - | 23.74% |
| 5 Year | - | 23.76% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 38.18% | 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 | - | 13.09% |
| Sharp | - | 1.03% |
| Beta | - | 0.95% |
| Alpha | - | 8.29% |
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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 | 13.13 |
| Large Cap | 47.1 | 58.86 |
| Small Cap | 34.19 | 9.25 |
| Mid Cap | 13.43 | 18.76 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 4.29 | 13.06 |
| Energy | 2.49 | 7.8 |
| Financial Services | 30.88 | 25.67 |
| Technology | 12.38 | 9.22 |
| Basic Materials | 5.4 | 7.96 |
| Consumer Cyclical | 14.13 | 8.19 |
| Healthcare | 8.37 | 7.68 |
| Industrials | 11.8 | 7.96 |
| Consumer Defensive | 4.8 | 3.92 |
| Utilities | 0.87 | 4.36 |
| Real Estate | 0.81 | 0.78 |
| Communication Services | 3.78 | 3.4 |
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