WhiteOak Capital ELSS Tax Saver vs ITI ELSS Tax Saver
Data updated · direct-growth plans · not investment advice
WhiteOak Capital ELSS Tax Saver currently edges it with a Smart Score of 79/100 vs 74/100. WhiteOak Capital ELSS Tax Saver has the stronger risk-adjusted profile (Sortino 1.04 vs 0.91), 3-year returns of 17.3% vs 18.0%, and an expense ratio of 0.87% vs 0.88%. 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 | 6.6% | 9.2%BEST | ||
3Y return | 17.3% | 18.0%BEST | ||
5Y return | — | 13.8%BEST | ||
Since launch | 18.5%BEST | 16.9% | ||
| Vs category benchmark | ||||
1Y vs index | +3.9% | +6.5%BEST | ||
3Y vs index | +5.9% | +6.6%BEST | ||
5Y vs index | — | +3.6%BEST | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.82BEST | 0.68 | ||
Sortino ratio | 1.04BEST | 0.91 | ||
Std deviation | 14.93BEST | 20.02 | ||
Alpha | 4.86BEST | 3.68 | ||
Beta | 0.92 | 1.22 | ||
| Cost & size | ||||
Expense ratio | 0.87%BEST | 0.88% | ||
Fund size | ₹494 CrBEST | ₹455 Cr | ||
Portfolio P/E | 26.25 | 23.29BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | — | Dhimant Shah, Alok Ranjan | ||
Benchmark | BSE 500 TRI | Nifty 500 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 14 Oct 2022 | 18 Oct 2019 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is WhiteOak Capital ELSS Tax Saver better than ITI ELSS Tax Saver?
WhiteOak Capital ELSS Tax Saver currently edges it with a Smart Score of 79/100 vs 74/100. WhiteOak Capital ELSS Tax Saver has the stronger risk-adjusted profile (Sortino 1.04 vs 0.91), 3-year returns of 17.3% vs 18.0%, and an expense ratio of 0.87% vs 0.88%. Scores are relative to all ELSS (Tax Saver) peers and refresh with every data update.
Which is cheaper — WhiteOak Capital ELSS Tax Saver or ITI ELSS Tax Saver?
WhiteOak Capital ELSS Tax Saver has the lower expense ratio: 0.87% vs 0.88% (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 0.91. Sharpe ratios: WhiteOak Capital ELSS Tax Saver 0.82, ITI ELSS Tax Saver 0.68.