Compare WhiteOak Capital ELSS Tax Saver Fund vs SBI ELSS Tax Saver Fund
WhiteOak Capital ELSS Tax Saver Fund
SBI ELSS Tax Saver Fund
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.59
1.83
NAV
₹19.08
₹476.14
Fund Started
16 Aug 2022
07 May 2007
Fund Size
₹473.58 Cr
₹31839.34 Cr
Exit Load
-
-
1 Year
2.50%
0.24%
3 Year
15.75%
15.73%
5 Year
-
16.17%
Equity
97.96%
97.42%
Cash
0.38%
2.46%
Top 10 Holdings
ICICI Bank Ltd. | 8.51% |
HDFC Bank Ltd. | 6.32% |
Bharti Airtel Ltd. | 4.09% |
Nestle India Ltd. | 3.26% |
Reliance Industries Ltd. | 2.58% |
Mahindra & Mahindra Ltd. | 2.55% |
Kotak Mahindra Bank Ltd. | 2.45% |
Bharat Electronics Ltd. | 2.42% |
Eternal Ltd. | 2.37% |
Maruti Suzuki India Ltd. | 1.79% |
ICICI Bank Ltd. | 9.51% |
HDFC Bank Ltd. | 7.29% |
Kotak Mahindra Bank Ltd. | 6.42% |
Reliance Industries Ltd. | 2.96% |
Larsen & Toubro Ltd. | 2.95% |
State Bank of India | 2.94% |
Torrent Power Ltd. | 2.49% |
AIA Engineering Ltd. | 2.37% |
Cipla Ltd. | 2.19% |
Tata Steel Ltd. | 2.06% |
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
