- 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
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹407 Cr | ₹4472 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 | 3.07% | 3.42% |
| 6 Month | 16.68% | 14.48% |
| 1 Year | 3.54% | -2.71% |
| 3 Year | - | 15.56% |
| 5 Year | - | 19.79% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.11% | 2.82% |
| 1 Year | 11.99% | 7.24% |
| 3 Year | - | 13.99% |
| 5 Year | - | 14.86% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 13.41% |
| Sharp | - | 0.56% |
| Beta | - | 0.97% |
| Alpha | - | 0.41% |
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 | 10.44 | 8.61 |
| Large Cap | 48.5 | 60.01 |
| Small Cap | 31.08 | 21.24 |
| Mid Cap | 9.99 | 10.14 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.05 | 4.62 |
| Communication Services | 5.41 | 4.28 |
| Energy | 2.78 | 5.31 |
| Financial Services | 31.72 | 33.62 |
| Technology | 9.63 | 6.33 |
| Basic Materials | 5.76 | 7.26 |
| Healthcare | 9.31 | 3.33 |
| Industrials | 11.58 | 14.3 |
| Consumer Cyclical | 16.81 | 14.27 |
| Real Estate | 0.64 | 2.26 |
| Consumer Defensive | 4.03 | 1.89 |
| Utilities | 0.27 | 2.53 |
Top Comparisons
Kotak Gilt-Investment Regular-Growth
3Y Returns6.36%
Kotak Gilt-Investment Regular-Growth
3Y Returns6.36%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns19.11%
QUANT COMMODITIES FUND REGULAR PLAN GROWTH
3Y Returns0%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.42%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.18%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns12.05%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.76%
