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Compare WhiteOak Capital ELSS Tax Saver Fund vs Bank of India ELSS Tax Saver Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 3.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.33 | 2.08 |
NAV | ₹17.68 | ₹162.42 |
Fund Started | 16 Aug 2022 | 12 Dec 2008 |
Fund Size | ₹382.89 Cr | ₹1432.23 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.33
2.08
NAV
₹17.68
₹162.42
Fund Started
16 Aug 2022
12 Dec 2008
Fund Size
₹382.89 Cr
₹1432.23 Cr
Exit Load
-
-
Returns
1 Year | 9.15% | -7.82% |
3 Year | - | 22.17% |
5 Year | - | 24.74% |
1 Year
9.15%
-7.82%
3 Year
-
22.17%
5 Year
-
24.74%
Holding Analysis
Equity | 97.83% | 95.81% |
Cash | 0.25% | 4.18% |
Equity
97.83%
95.81%
Cash
0.25%
4.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.69% |
HDFC Bank Ltd. | 7.27% |
Bharti Airtel Ltd. | 3.39% |
Kotak Mahindra Bank Ltd. | 2.63% |
Eternal Ltd. | 2.53% |
Reliance Industries Ltd. | 2.25% |
Mahindra & Mahindra Ltd. | 2.22% |
Bharat Electronics Ltd. | 2.06% |
Nestle India Ltd. | 1.63% |
Tata Consultancy Services Ltd. | 1.57% |
Name | Assets |
|---|---|
State Bank of India | 4.87% |
Vedanta Ltd. | 4.40% |
Coforge Ltd. | 4.01% |
HDFC Bank Ltd. | 3.96% |
Hindustan Aeronautics Ltd. | 3.73% |
ICICI Bank Ltd. | 3.15% |
Prudent Corporate Advisory Services Ltd. | 2.80% |
Acutaas Chemicals Ltd. | 2.67% |
Coromandel International Ltd. | 2.57% |
Bharti Airtel Ltd. | 2.47% |
Fund Manager
Name | Trupti Agrawal | Alok Singh |
Start Date | 31 Aug 2023 | 01 Dec 2021 |
Name
Trupti Agrawal
Alok Singh
Start Date
31 Aug 2023
01 Dec 2021
About Fund
Description | The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. | The scheme seeks to build a diversified portfolio of stocks of companies having sustainable business models, without any bias of market capitalisation and sector. The scheme will follow top-down approach of equity selection. |
Launch Date | 16 Aug 2022 | 12 Dec 2008 |
Description
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
The scheme seeks to build a diversified portfolio of stocks of companies having sustainable business models, without any bias of market capitalisation and sector. The scheme will follow top-down approach of equity selection.
Launch Date
16 Aug 2022
12 Dec 2008