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
1.58
NAV
₹16.44
₹429.33
Fund Started
16 Aug 2022
07 May 2007
Fund Size
₹437.94 Cr
₹31861.52 Cr
Exit Load
-
-
1 Year
7.18%
8.08%
3 Year
18.75%
21.87%
5 Year
-
18.27%
Equity
97.42%
96.20%
Cash
1.91%
3.68%
Top 10 Holdings
ICICI Bank Ltd. | 8.23% |
HDFC Bank Ltd. | 7.31% |
Mahindra & Mahindra Ltd. | 2.86% |
Bharat Electronics Ltd. | 2.76% |
State Bank of India | 2.57% |
Eternal Ltd. | 2.53% |
Reliance Industries Ltd. | 2.51% |
Kotak Mahindra Bank Ltd. | 2.45% |
Bharti Airtel Ltd. | 2.24% |
Maruti Suzuki India Ltd. | 2.23% |
HDFC Bank Ltd. | 8.34% |
Reliance Industries Ltd. | 4.94% |
Axis Bank Ltd. | 4.29% |
Kotak Mahindra Bank Ltd. | 4.19% |
State Bank of India | 4.17% |
Tata Steel Ltd. | 3.76% |
ICICI Bank Ltd. | 3.64% |
Mahindra & Mahindra Ltd. | 2.71% |
Infosys Ltd. | 2.61% |
Cipla Ltd. | 2.53% |
Name
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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
