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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 | 1.83 |
NAV | ₹17.32 | ₹50.13 |
Fund Started | 16 Aug 2022 | 26 Dec 2014 |
Fund Size | ₹405.49 Cr | ₹4401.97 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.33
1.83
NAV
₹17.32
₹50.13
Fund Started
16 Aug 2022
26 Dec 2014
Fund Size
₹405.49 Cr
₹4401.97 Cr
Exit Load
-
-
Returns
1 Year | 4.13% | -3.36% |
3 Year | - | 23.91% |
5 Year | - | 24.33% |
1 Year
4.13%
-3.36%
3 Year
-
23.91%
5 Year
-
24.33%
Holding Analysis
Equity | 97.68% | 98.32% |
Cash | 0.44% | 1.68% |
Equity
97.68%
98.32%
Cash
0.44%
1.68%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.71% |
HDFC Bank Ltd. | 7.12% |
Bharti Airtel Ltd. | 2.92% |
Eternal Ltd. | 2.82% |
Kotak Mahindra Bank Ltd. | 2.37% |
Mahindra & Mahindra Ltd. | 2.25% |
Bharat Electronics Ltd. | 2.08% |
Reliance Industries Ltd. | 2.08% |
State Bank of India | 1.66% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | 1.60% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.27% |
Prestige Estates Projects Ltd. | 4.55% |
Amber Enterprises India Ltd. | 4.35% |
Multi Commodity Exchange Of India Ltd. | 4.34% |
Kaynes Technology India Ltd. | 4.06% |
Bharat Dynamics Ltd. | 3.89% |
Gujarat Fluorochemicals Ltd. | 3.51% |
Suzlon Energy Ltd. | 3.46% |
Bharat Electronics Ltd. | 3.34% |
Piramal Enterprises Ltd. | 3.32% |
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
