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Compare WhiteOak Capital ELSS Tax Saver Fund vs Quant 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 | 2.34 | 1.67 |
NAV | ₹16.45 | ₹342.13 |
Fund Started | 16 Aug 2022 | 08 Mar 2000 |
Fund Size | ₹341.11 Cr | ₹10404.84 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.34
1.67
NAV
₹16.45
₹342.13
Fund Started
16 Aug 2022
08 Mar 2000
Fund Size
₹341.11 Cr
₹10404.84 Cr
Exit Load
-
-
Returns
1 Year | 12.87% | -6.73% |
3 Year | - | 15.93% |
5 Year | - | 34.40% |
1 Year
12.87%
-6.73%
3 Year
-
15.93%
5 Year
-
34.40%
Holding Analysis
Equity | 94.94% | 97.69% |
Cash | 2.10% | 2.31% |
Equity
94.94%
97.69%
Cash
2.10%
2.31%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.24% |
HDFC Bank Ltd. | 6.82% |
Kotak Mahindra Bank Ltd. | 3.09% |
Bharti Airtel Ltd. | 2.43% |
Eternal Ltd. | 2.40% |
Reliance Industries Ltd. | 1.93% |
Mahindra & Mahindra Ltd. | 1.91% |
Tata Consultancy Services Ltd. | 1.83% |
Nestle India Ltd. | 1.71% |
Cigniti Technologies Ltd. | 1.52% |
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.78% |
Adani Power Ltd. | 6.89% |
JIO Financial Services Ltd. | 6.49% |
Larsen & Toubro Ltd. | 6.37% |
Samvardhana Motherson International Ltd. | 6.31% |
Grasim Industries Ltd. | 6.07% |
Life Insurance Corporation of India | 5.28% |
Tata Power Company Ltd. | 4.86% |
Aurobindo Pharma Ltd. | 4.71% |
NTPC Ltd. | 4.24% |
Fund Manager
Name | Trupti Agrawal | Ankit A Pande |
Start Date | 31 Aug 2023 | 22 Aug 2023 |
Name
Trupti Agrawal
Ankit A Pande
Start Date
31 Aug 2023
22 Aug 2023
About Fund
Description | The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. | The scheme aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income. |
Launch Date | 16 Aug 2022 | 08 Mar 2000 |
Description
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
The scheme aims to generate capital appreciation by investing predominantly in equity shares with growth potential. The secondary objective is to give dividend and other income.
Launch Date
16 Aug 2022
08 Mar 2000