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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 | 1.68 |
NAV | ₹17.67 | ₹1423.10 |
Fund Started | 16 Aug 2022 | 18 Dec 1995 |
Fund Size | ₹382.89 Cr | ₹16453.67 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.33
1.68
NAV
₹17.67
₹1423.10
Fund Started
16 Aug 2022
18 Dec 1995
Fund Size
₹382.89 Cr
₹16453.67 Cr
Exit Load
-
-
Returns
1 Year | 9.80% | 7.05% |
3 Year | - | 26.43% |
5 Year | - | 26.74% |
1 Year
9.80%
7.05%
3 Year
-
26.43%
5 Year
-
26.74%
Holding Analysis
Equity | 97.83% | 91.35% |
Cash | 0.25% | 8.34% |
Equity
97.83%
91.35%
Cash
0.25%
8.34%
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 |
|---|---|
HDFC Bank Ltd. | 9.81% |
ICICI Bank Ltd. | 9.67% |
Axis Bank Ltd. | 8.69% |
SBI Life Insurance Company Ltd. | 4.96% |
Cipla Ltd. | 4.81% |
Kotak Mahindra Bank Ltd. | 4.41% |
Maruti Suzuki India Ltd. | 4.12% |
Bharti Airtel Ltd. | 3.84% |
HCL Technologies Ltd. | 3.33% |
Bajaj Auto Ltd. | 2.48% |
Fund Manager
Name | Trupti Agrawal | Dhruv Muchhal |
Start Date | 31 Aug 2023 | 14 Sep 2023 |
Name
Trupti Agrawal
Dhruv Muchhal
Start Date
31 Aug 2023
14 Sep 2023
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