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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) | ₹414 Cr | ₹4550 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 | 1.82% | 1.5% |
| 6 Month | 8.26% | 7.66% |
| 1 Year | 4.71% | 1.19% |
| 3 Year | 19.59% | 14.65% |
| 5 Year | - | 18.71% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.4% | 4.05% |
| 1 Year | 13.97% | 13.92% |
| 3 Year | 19.57% | 14.61% |
| 5 Year | - | 15.08% |
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% | 12.85% |
| 3 Year | - | 14.94% |
| 5 Year | - | 13.91% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.71% | 13.16% |
| Sharp | 0.99% | 0.66% |
| Beta | 0.92% | 0.97% |
| Alpha | 3.98% | -0.46% |
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 | 10.63 | 8.5 |
| Large Cap | 49.95 | 59.62 |
| Small Cap | 28.83 | 21.72 |
| Mid Cap | 10.6 | 10.16 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.09 | 4.39 |
| Communication Services | 5.4 | 4.18 |
| Energy | 3.08 | 5.29 |
| Financial Services | 32.01 | 33.88 |
| Technology | 9.54 | 6.03 |
| Basic Materials | 5.89 | 7.06 |
| Consumer Defensive | 3.48 | 1.83 |
| Healthcare | 8.89 | 3.19 |
| Industrials | 11.97 | 14.31 |
| Consumer Cyclical | 16.72 | 14.67 |
| Real Estate | 1.66 | 2.59 |
| Utilities | 0.26 | 2.58 |
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