- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Sundaram ELSS Tax Saver Fund Regular Growth
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹312 Cr | ₹1299 Cr | ₹1299 Cr |
| Min Investment | ₹500 | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 31 Mar 1996 | 31 Mar 1996 |
| Category | ELSS | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 0.0% | % | % |
| Expense Ratio | 2.34 | 2.23 | 2.23 |
| Manager | Piyush Baranwal | Sudhir Kedia | Sudhir Kedia |
| ISIN Code | INF03VN01647 | INF173K01361 | INF173K01361 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| 1 Month | 2.65% | 3.33% | 3.33% |
| 6 Month | -2.37% | -1.17% | -1.17% |
| 1 Year | 12.44% | 5.95% | 5.95% |
| 3 Year | - | 14.76% | 14.76% |
| 5 Year | - | 22.89% | 22.89% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| 6 Month | 0.86% | 2.26% | 2.26% |
| 1 Year | 1.06% | -0.59% | -0.59% |
| 3 Year | - | 14.8% | 14.8% |
| 5 Year | - | 16.57% | 16.57% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| 1 Year | 38.18% | 18.94% | 18.94% |
| 3 Year | - | 16.61% | 16.61% |
| 5 Year | - | 14.51% | 14.51% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| Standard Deviation | - | 11.66% | 11.66% |
| Sharp | - | 0.45% | 0.45% |
| Beta | - | 0.87% | 0.87% |
| Alpha | - | -0.18% | -0.18% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| Name | Piyush Baranwal | Sudhir Kedia | Sudhir Kedia |
| Total AUM | ₹5379 Cr | ₹10423 Cr | ₹10423 Cr |
| Funds Managed | 9 | 8 | 8 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Sundaram ELSS Tax Saver Fund Regular Growth | Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
Market Cap
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| Others | 5.29 | 8.8 | 8.8 |
| Large Cap | 47.1 | 66.99 | 66.99 |
| Small Cap | 34.19 | 11.03 | 11.03 |
| Mid Cap | 13.43 | 13.18 | 13.18 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Sundaram ELSS Tax Saver Fund Regular Growth |
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth |
|---|---|---|---|
| Others | 4.29 | 7.25 | 7.25 |
| Energy | 2.49 | 5.37 | 5.37 |
| Financial Services | 30.88 | 32.55 | 32.55 |
| Technology | 12.38 | 8.27 | 8.27 |
| Basic Materials | 5.4 | 5.31 | 5.31 |
| Consumer Cyclical | 14.13 | 10.61 | 10.61 |
| Healthcare | 8.37 | 6.81 | 6.81 |
| Industrials | 11.8 | 11.74 | 11.74 |
| Consumer Defensive | 4.8 | 5.77 | 5.77 |
| Utilities | 0.87 | 1.37 | 1.37 |
| Real Estate | 0.81 | - | - |
| Communication Services | 3.78 | 4.95 | 4.95 |
Top Comparisons
Invesco India Midcap Fund - Growth Option
3Y Returns22.99%
Quant Mid Cap Fund-Growth
3Y Returns18.55%
HDFC Focused 30 Fund - GROWTH PLAN
3Y Returns23.58%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns15.47%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
Invesco India Largecap Fund - Growth
3Y Returns15.73%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.83%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.83%
