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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 | - | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.34 | 1.85 |
NAV | ₹16.26 | ₹46.24 |
Fund Started | 16 Aug 2022 | 26 Dec 2014 |
Fund Size | ₹341.11 Cr | ₹3816.77 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.34
1.85
NAV
₹16.26
₹46.24
Fund Started
16 Aug 2022
26 Dec 2014
Fund Size
₹341.11 Cr
₹3816.77 Cr
Exit Load
-
-
Returns
1 Year | 13.13% | 4.80% |
3 Year | - | 22.61% |
5 Year | - | 26.78% |
1 Year
13.13%
4.80%
3 Year
-
22.61%
5 Year
-
26.78%
Holding Analysis
Equity | 94.94% | 98.36% |
Cash | 2.10% | 1.07% |
Equity
94.94%
98.36%
Cash
2.10%
1.07%
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 |
|---|---|
Trent Ltd. | 5.93% |
Eternal Ltd. | 5.24% |
Amber Enterprises India Ltd. | 4.44% |
Gujarat Fluorochemicals Ltd. | 4.31% |
Kaynes Technology India Ltd. | 3.70% |
PTC Industries Ltd. | 3.64% |
Coforge Ltd. | 3.58% |
Suzlon Energy Ltd. | 3.57% |
Inox Wind Ltd. | 3.39% |
Bharat Dynamics Ltd. | 3.33% |
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