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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Tata ELSS Tax Saver Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Tata ELSS Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹451 Cr | ₹4795 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 13 Oct 2014 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 20% |
| Expense Ratio | 2.34 | 1.82 |
| Manager | Piyush Baranwal | Sailesh Jain |
| ISIN Code | INF03VN01647 | INF277K01I52 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.73% | 0.84% |
| 6 Month | 3.59% | 5.82% |
| 1 Year | 4.37% | 5.3% |
| 3 Year | 21.83% | 17.04% |
| 5 Year | - | 17.19% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.33% | 1.97% |
| 1 Year | 8.84% | 12.11% |
| 3 Year | 17.06% | 13.8% |
| 5 Year | - | 14.64% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 32.1% | 12.33% |
| 3 Year | - | 15.02% |
| 5 Year | - | 14.15% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.71% | 12.5% |
| Sharp | 0.99% | 0.7% |
| Beta | 0.92% | 0.97% |
| Alpha | 4.66% | -0.5% |
Fund Managers
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Sailesh Jain |
| Total AUM | ₹5379 Cr | ₹17041 Cr |
| Funds Managed | 9 | 7 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 12.18 | 10.14 |
| Large Cap | 49.05 | 58.47 |
| Small Cap | 27.8 | 18.46 |
| Mid Cap | 10.96 | 12.93 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.95 | 2.83 |
| Communication Services | 5.26 | 6.15 |
| Energy | 3.08 | 5.36 |
| Financial Services | 31.84 | 33.69 |
| Technology | 9.58 | 7.47 |
| Basic Materials | 6.54 | 7.08 |
| Consumer Defensive | 2.83 | 1.75 |
| Healthcare | 8.93 | 4.49 |
| Industrials | 11.52 | 14.08 |
| Real Estate | 1.65 | 2.2 |
| Consumer Cyclical | 16.58 | 12.56 |
| Utilities | 0.24 | 2.35 |
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