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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) | ₹407 Cr | ₹29937 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 | 1.92% | 1.85% |
| 6 Month | 16.1% | 11.92% |
| 1 Year | 2.67% | -2.59% |
| 3 Year | - | 22.95% |
| 5 Year | - | 24.84% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 4.11% | 2.9% |
| 1 Year | 11.99% | 8.07% |
| 3 Year | - | 20.51% |
| 5 Year | - | 21.45% |
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 | - | 1.18% |
| Beta | - | 0.96% |
| Alpha | - | 6.98% |
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 | 10.92 | 7.8 |
| Large Cap | 47.94 | 61.91 |
| Small Cap | 31.34 | 12.03 |
| Mid Cap | 9.81 | 18.26 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 2.35 | 6.26 |
| Communication Services | 5.43 | 1.94 |
| Energy | 2.79 | 9.03 |
| Financial Services | 32.36 | 29.46 |
| Technology | 9.65 | 7.83 |
| Basic Materials | 5.86 | 10.03 |
| Healthcare | 9.39 | 7.59 |
| Industrials | 11.94 | 8.45 |
| Consumer Cyclical | 14.98 | 9.31 |
| Real Estate | 0.75 | 1.1 |
| Consumer Defensive | 4.21 | 4.53 |
| Utilities | 0.29 | 4.47 |
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