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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) | ₹414 Cr | ₹30420 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 | 3.25% | 3.2% |
| 6 Month | 8.98% | 6.58% |
| 1 Year | 6.26% | 3.28% |
| 3 Year | 19.95% | 23.44% |
| 5 Year | - | 25.54% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | -0.31% | -0.35% |
| 1 Year | 6.61% | 4.87% |
| 3 Year | 16.91% | 17.02% |
| 5 Year | - | 19.56% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 32.1% | 10.07% |
| 3 Year | - | 13.66% |
| 5 Year | - | 13.41% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 12.71% | 13.09% |
| Sharp | 0.99% | 1.28% |
| Beta | 0.92% | 0.96% |
| Alpha | 3.98% | 6.79% |
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 | 12.15 | 8.27 |
| Large Cap | 48.7 | 60.68 |
| Small Cap | 28.76 | 12.81 |
| Mid Cap | 10.38 | 18.24 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 3.16 | 6.48 |
| Communication Services | 5.22 | 3.17 |
| Energy | 2.76 | 8.88 |
| Financial Services | 31.53 | 28.72 |
| Technology | 8.93 | 7.25 |
| Basic Materials | 5.4 | 10.8 |
| Consumer Defensive | 3.65 | 4.32 |
| Healthcare | 8.79 | 7.32 |
| Industrials | 11.78 | 7.51 |
| Consumer Cyclical | 17.19 | 10.25 |
| Real Estate | 1.33 | 1.04 |
| Utilities | 0.27 | 4.26 |
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