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Compare WhiteOak Capital ELSS Tax Saver Fund vs HDFC ELSS Tax Saver Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.33 | 1.7 |
NAV | ₹17.93 | ₹1474.50 |
Fund Started | 16 Aug 2022 | 18 Dec 1995 |
Fund Size | ₹414.27 Cr | ₹16644.54 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.33
1.7
NAV
₹17.93
₹1474.50
Fund Started
16 Aug 2022
18 Dec 1995
Fund Size
₹414.27 Cr
₹16644.54 Cr
Exit Load
-
-
Returns
1 Year | 7.14% | 9.01% |
3 Year | 20.59% | 22.17% |
5 Year | - | 26.23% |
1 Year
7.14%
9.01%
3 Year
20.59%
22.17%
5 Year
-
26.23%
Holding Analysis
Equity | 96.83% | 94.11% |
Cash | 0.13% | 5.58% |
Equity
96.83%
94.11%
Cash
0.13%
5.58%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.09% |
HDFC Bank Ltd. | 6.81% |
Eternal Ltd. | 2.92% |
Bharti Airtel Ltd. | 2.86% |
Mahindra & Mahindra Ltd. | 2.77% |
Kotak Mahindra Bank Ltd. | 2.53% |
Bharat Electronics Ltd. | 2.42% |
Maruti Suzuki India Ltd. | 2.21% |
Reliance Industries Ltd. | 2.09% |
State Bank of India | 1.88% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.48% |
ICICI Bank Ltd. | 8.91% |
Axis Bank Ltd. | 8.16% |
Maruti Suzuki India Ltd. | 5.30% |
Cipla Ltd. | 4.88% |
SBI Life Insurance Company Ltd. | 4.84% |
Kotak Mahindra Bank Ltd. | 4.19% |
Bharti Airtel Ltd. | 3.84% |
State Bank of India | 3.67% |
Hyundai Motor India Ltd. | 3.11% |
Fund Manager
Name | Trupti Agrawal | Dhruv Muchhal |
Start Date | 15 May 2024 | 10 Sep 2025 |
Name
Trupti Agrawal
Dhruv Muchhal
Start Date
15 May 2024
10 Sep 2025
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 generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. |
Launch Date | 16 Aug 2022 | 18 Dec 1995 |
Description
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Launch Date
16 Aug 2022
18 Dec 1995