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Compare WhiteOak Capital ELSS Tax Saver Fund vs Motilal Oswal ELSS Tax Saver Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.33 | 1.82 |
NAV | ₹17.61 | ₹53.06 |
Fund Started | 16 Aug 2022 | 26 Dec 2014 |
Fund Size | ₹382.89 Cr | ₹4359.64 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.33
1.82
NAV
₹17.61
₹53.06
Fund Started
16 Aug 2022
26 Dec 2014
Fund Size
₹382.89 Cr
₹4359.64 Cr
Exit Load
-
-
Returns
1 Year | 9.78% | 9.35% |
3 Year | - | 31.89% |
5 Year | - | 27.33% |
1 Year
9.78%
9.35%
3 Year
-
31.89%
5 Year
-
27.33%
Holding Analysis
Equity | 97.83% | 98.82% |
Cash | 0.25% | 1.18% |
Equity
97.83%
98.82%
Cash
0.25%
1.18%
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 |
|---|---|
Trent Ltd. | 5.50% |
Eternal Ltd. | 5.42% |
Bharat Dynamics Ltd. | 4.88% |
Kaynes Technology India Ltd. | 4.08% |
Suzlon Energy Ltd. | 4.05% |
Inox Wind Ltd. | 3.66% |
Amber Enterprises India Ltd. | 3.58% |
Multi Commodity Exchange Of India Ltd. | 3.56% |
Prestige Estates Projects Ltd. | 3.55% |
Bharat Electronics Ltd. | 3.48% |
Fund Manager
Name | Trupti Agrawal | Ajay Khandelwal |
Start Date | 31 Aug 2023 | 16 Dec 2021 |
Name
Trupti Agrawal
Ajay Khandelwal
Start Date
31 Aug 2023
16 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 generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. |
Launch Date | 16 Aug 2022 | 26 Dec 2014 |
Description
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
The Scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments.
Launch Date
16 Aug 2022
26 Dec 2014