WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Tata ELSS Tax Saver Fund compare

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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

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Tata ELSS Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹406 Cr	₹4711 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

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Tata ELSS Fund - Regular Plan - Growth Option
1 Month	-1.81%	-2.18%
6 Month	7.87%	5.68%
1 Year	6.2%	-1.15%
3 Year	-	16.39%
5 Year	-	20.64%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Tata ELSS Fund - Regular Plan - Growth Option
6 Month	6.77%	5.1%
1 Year	11.28%	4.93%
3 Year	-	15.39%
5 Year	-	16.24%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Tata ELSS Fund - Regular Plan - Growth Option
1 Year	33.95%	13.05%
3 Year	-	14.97%
5 Year	-	13.83%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation	-	14.00%
Sharp	-	0.97%
Beta	-	0.97%
Alpha	-	0.47%

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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

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Tata ELSS Fund - Regular Plan - Growth Option
Others	10.65	9.09
Large Cap	49.65	59.32
Small Cap	29.45	21.35
Mid Cap	10.25	10.24

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Tata ELSS Fund - Regular Plan - Growth Option
Others	3.12	5.19
Communication Services	5.66	4.32
Energy	2.95	5.51
Financial Services	32.54	34.15
Technology	9.64	6.75
Basic Materials	5.59	6.85
Healthcare	9.23	3.23
Industrials	11.88	13.87
Consumer Cyclical	14.41	14.22
Consumer Defensive	4.1	1
Real Estate	0.56	2.46
Utilities	0.3	2.45