Motilal Oswal ELSS Tax Saver vs WhiteOak Capital ELSS Tax Saver
Data updated · direct-growth plans · not investment advice
Motilal Oswal ELSS Tax Saver currently edges it with a Smart Score of 83/100 vs 79/100. Motilal Oswal ELSS Tax Saver has the stronger risk-adjusted profile (Sortino 1.18 vs 1.04), 3-year returns of 22.8% vs 17.3%, and an expense ratio of 0.98% vs 0.87%. Scores are relative to all ELSS (Tax Saver) peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 14.8%BEST | 6.6% | ||
3Y return | 22.8%BEST | 17.3% | ||
5Y return | 17.4%BEST | — | ||
Since launch | 17.7% | 18.5%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +12.1%BEST | +3.9% | ||
3Y vs index | +11.4%BEST | +5.9% | ||
5Y vs index | +7.2%BEST | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.84BEST | 0.82 | ||
Sortino ratio | 1.18BEST | 1.04 | ||
Std deviation | 21.67 | 14.93BEST | ||
Alpha | 8.95BEST | 4.86 | ||
Beta | 1.15 | 0.92 | ||
| Cost & size | ||||
Expense ratio | 0.98% | 0.87%BEST | ||
Fund size | ₹4.8k CrBEST | ₹494 Cr | ||
Portfolio P/E | 40.90 | 26.25BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | — | — | ||
Benchmark | Nifty 500 TRI | BSE 500 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 21 Jan 2015 | 14 Oct 2022 | ||
| Top 5 holdings | ||||
Biggest positions |
|
| ||
Quick answers
Is Motilal Oswal ELSS Tax Saver better than WhiteOak Capital ELSS Tax Saver?
Motilal Oswal ELSS Tax Saver currently edges it with a Smart Score of 83/100 vs 79/100. Motilal Oswal ELSS Tax Saver has the stronger risk-adjusted profile (Sortino 1.18 vs 1.04), 3-year returns of 22.8% vs 17.3%, and an expense ratio of 0.98% vs 0.87%. Scores are relative to all ELSS (Tax Saver) peers and refresh with every data update.
Which is cheaper — Motilal Oswal ELSS Tax Saver or WhiteOak Capital ELSS Tax Saver?
WhiteOak Capital ELSS Tax Saver has the lower expense ratio: 0.87% vs 0.98% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Motilal Oswal ELSS Tax Saver leads with 1.18 vs 1.04. Sharpe ratios: Motilal Oswal ELSS Tax Saver 0.84, WhiteOak Capital ELSS Tax Saver 0.82.