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 80/100 vs 74/100. WhiteOak Capital ELSS Tax Saver has the stronger risk-adjusted profile (Sortino 1.04 vs 0.85), 3-year returns of 17.4% vs 17.1%, and an expense ratio of 0.86% vs 1.21%. 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 | 4.9% | 5.2%BEST | ||
3Y return | 17.4%BEST | 17.1% | ||
5Y return | — | 12.8%BEST | ||
Since launch | 18.3%BEST | 14.7% | ||
| Vs category benchmark | ||||
1Y vs index | +4.0% | +4.3%BEST | ||
3Y vs index | +5.3%BEST | +4.9% | ||
5Y vs index | — | +3.1%BEST | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.65BEST | 0.59 | ||
Sortino ratio | 1.04BEST | 0.85 | ||
Std deviation | 15.44BEST | 16.91 | ||
Alpha | 4.49BEST | 4.06 | ||
Beta | 0.94 | 1.01 | ||
| Cost & size | ||||
Expense ratio | 0.86%BEST | 1.21% | ||
Fund size | ₹480 Cr | ₹3.8k CrBEST | ||
Portfolio P/E | 23.56BEST | 26.07 | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | — | Abhishek Gupta, Dipan S. Parikh | ||
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 |
|
| ||
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 80/100 vs 74/100. WhiteOak Capital ELSS Tax Saver has the stronger risk-adjusted profile (Sortino 1.04 vs 0.85), 3-year returns of 17.4% vs 17.1%, and an expense ratio of 0.86% vs 1.21%. 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 1.21% (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 1.04 vs 0.85. Sharpe ratios: WhiteOak Capital ELSS Tax Saver 0.65, HSBC ELSS Tax Saver 0.59.