WhiteOak Capital ELSS Tax Saver vs HSBC ELSS Tax Saver
Data updated · direct-growth plans · not investment advice
WhiteOak Capital ELSS Tax Saver currently edges it with a Smart Score of 78/100 vs 74/100. WhiteOak Capital ELSS Tax Saver has the stronger risk-adjusted profile (Sortino 0.89 vs 0.77), 3-year returns of 15.8% vs 15.8%, and an expense ratio of 0.86% vs 1.20%. 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 | 1.9% | 3.4%BEST | ||
3Y return | 15.8% | 15.8%BEST | ||
5Y return | — | 12.8%BEST | ||
Since launch | 17.7%BEST | 14.7% | ||
| Vs category benchmark | ||||
1Y vs index | +3.9% | +5.5%BEST | ||
3Y vs index | +6.0% | +6.0%BEST | ||
5Y vs index | — | +3.3%BEST | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.84BEST | 0.77 | ||
Sortino ratio | 0.89BEST | 0.77 | ||
Std deviation | 14.93BEST | 16.43 | ||
Alpha | 4.87BEST | 4.38 | ||
Beta | 0.92 | 1.01 | ||
| Cost & size | ||||
Expense ratio | 0.86%BEST | 1.20% | ||
Fund size | ₹507 Cr | ₹4.2k CrBEST | ||
Portfolio P/E | 26.11BEST | 28.74 | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | — | Abhishek Gupta | ||
Benchmark | BSE 500 TRI | Nifty 500 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 14 Oct 2022 | 01 Jan 2013 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is WhiteOak Capital ELSS Tax Saver better than HSBC ELSS Tax Saver?
WhiteOak Capital ELSS Tax Saver currently edges it with a Smart Score of 78/100 vs 74/100. WhiteOak Capital ELSS Tax Saver has the stronger risk-adjusted profile (Sortino 0.89 vs 0.77), 3-year returns of 15.8% vs 15.8%, and an expense ratio of 0.86% vs 1.20%. Scores are relative to all ELSS (Tax Saver) peers and refresh with every data update.
Which is cheaper — WhiteOak Capital ELSS Tax Saver or HSBC ELSS Tax Saver?
WhiteOak Capital ELSS Tax Saver has the lower expense ratio: 0.86% vs 1.20% (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), WhiteOak Capital ELSS Tax Saver leads with 0.89 vs 0.77. Sharpe ratios: WhiteOak Capital ELSS Tax Saver 0.84, HSBC ELSS Tax Saver 0.77.