Compare WhiteOak Capital ELSS Tax Saver Fund vs SBI ELSS Tax Saver Fund
Risk | Very High | Very High |
Rating | 5.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.33 | 1.57 |
NAV | ₹16.99 | ₹435.60 |
Fund Started | 16 Aug 2022 | 07 May 2007 |
Fund Size | ₹448.30 Cr | ₹32608.80 Cr |
Exit Load | - | - |
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.33
1.57
NAV
₹16.99
₹435.60
Fund Started
16 Aug 2022
07 May 2007
Fund Size
₹448.30 Cr
₹32608.80 Cr
Exit Load
-
-
1 Year | 5.11% | 5.98% |
3 Year | 19.17% | 22.06% |
5 Year | - | 19.46% |
1 Year
5.11%
5.98%
3 Year
19.17%
22.06%
5 Year
-
19.46%
Equity | 97.74% | 92.09% |
Cash | 0.01% | 7.79% |
Equity
97.74%
92.09%
Cash
0.01%
7.79%
Top 10 Holdings |
|
|
Top 10 Holdings
ICICI Bank Ltd. | 7.63% |
HDFC Bank Ltd. | 7.09% |
Bharti Airtel Ltd. | 3.06% |
Mahindra & Mahindra Ltd. | 2.77% |
Kotak Mahindra Bank Ltd. | 2.58% |
Reliance Industries Ltd. | 2.48% |
Eternal Ltd. | 2.46% |
Bharat Electronics Ltd. | 2.30% |
Maruti Suzuki India Ltd. | 2.23% |
State Bank of India | 2.06% |
HDFC Bank Ltd. | 8.69% |
Reliance Industries Ltd. | 5.43% |
Tata Steel Ltd. | 3.42% |
ICICI Bank Ltd. | 3.05% |
Mahindra & Mahindra Ltd. | 2.86% |
Cipla Ltd. | 2.83% |
State Bank of India | 2.81% |
ITC Ltd. | 2.65% |
Mahindra & Mahindra Financial Services Ltd. | 2.61% |
Axis Bank Ltd. | 2.52% |
Name | - | - |
Start Date | - | - |
Name
-
-
Start Date
-
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Description | The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. | The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999. |
Launch Date | 16 Aug 2022 | 07 May 2007 |
Description
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.
Launch Date
16 Aug 2022
07 May 2007