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 78/100. Motilal Oswal ELSS Tax Saver has the stronger risk-adjusted profile (Sortino 0.93 vs 0.77), 3-year returns of 19.7% vs 14.6%, and an expense ratio of 0.95% 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 | 3.4%BEST | -1.5% | ||
3Y return | 19.7%BEST | 14.6% | ||
5Y return | 15.9%BEST | — | ||
Since launch | 16.9%BEST | 16.4% | ||
| Vs category benchmark | ||||
1Y vs index | +9.2%BEST | +4.3% | ||
3Y vs index | +10.6%BEST | +5.4% | ||
5Y vs index | +8.2%BEST | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.72BEST | 0.66 | ||
Sortino ratio | 0.93BEST | 0.77 | ||
Std deviation | 22.04 | 15.46BEST | ||
Alpha | 9.60BEST | 5.02 | ||
Beta | 1.14 | 0.93 | ||
| Cost & size | ||||
Expense ratio | 0.95% | 0.87%BEST | ||
Fund size | ₹4.9k CrBEST | ₹481 Cr | ||
Portfolio P/E | 41.63 | 24.49BEST | ||
| 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 |
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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 78/100. Motilal Oswal ELSS Tax Saver has the stronger risk-adjusted profile (Sortino 0.93 vs 0.77), 3-year returns of 19.7% vs 14.6%, and an expense ratio of 0.95% 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 0.95% (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 0.93 vs 0.77. Sharpe ratios: Motilal Oswal ELSS Tax Saver 0.72, WhiteOak Capital ELSS Tax Saver 0.66.