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Compare WhiteOak Capital ELSS Tax Saver Fund vs Bank of India 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 | 2.1 |
NAV | ₹16.26 | ₹150.25 |
Fund Started | 16 Aug 2022 | 12 Dec 2008 |
Fund Size | ₹341.11 Cr | ₹1319.59 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.34
2.1
NAV
₹16.26
₹150.25
Fund Started
16 Aug 2022
12 Dec 2008
Fund Size
₹341.11 Cr
₹1319.59 Cr
Exit Load
-
-
Returns
1 Year | 13.13% | -4.65% |
3 Year | - | 16.28% |
5 Year | - | 25.20% |
1 Year
13.13%
-4.65%
3 Year
-
16.28%
5 Year
-
25.20%
Holding Analysis
Equity | 94.94% | 94.28% |
Cash | 2.10% | 5.18% |
Equity
94.94%
94.28%
Cash
2.10%
5.18%
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 |
|---|---|
Vedanta Ltd. | 4.96% |
HDFC Bank Ltd. | 4.92% |
State Bank of India | 4.91% |
Coforge Ltd. | 4.03% |
ICICI Bank Ltd. | 3.12% |
Ami Organics Ltd. | 2.94% |
Hindustan Aeronautics Ltd. | 2.72% |
NTPC Ltd. | 2.59% |
REC Ltd. | 2.41% |
Dixon Technologies (India) Ltd. | 2.40% |
Fund Manager
Name | Trupti Agrawal | Alok Singh |
Start Date | 31 Aug 2023 | 01 Dec 2021 |
Name
Trupti Agrawal
Alok Singh
Start Date
31 Aug 2023
01 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 build a diversified portfolio of stocks of companies having sustainable business models, without any bias of market capitalisation and sector. The scheme will follow top-down approach of equity selection. |
Launch Date | 16 Aug 2022 | 12 Dec 2008 |
Description
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
The scheme seeks to build a diversified portfolio of stocks of companies having sustainable business models, without any bias of market capitalisation and sector. The scheme will follow top-down approach of equity selection.
Launch Date
16 Aug 2022
12 Dec 2008