WhiteOak Capital ELSS Tax Saver vs SBI 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 76/100. WhiteOak Capital ELSS Tax Saver has the stronger risk-adjusted profile (Sortino 1.14 vs 1.05), 3-year returns of 18.4% vs 16.5%, and an expense ratio of 0.87% vs 1.23%. 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 | 9.3%BEST | 3.9% | ||
3Y return | 18.4%BEST | 16.5% | ||
5Y return | — | 16.8%BEST | ||
Since launch | 19.0%BEST | 15.4% | ||
| Vs category benchmark | ||||
1Y vs index | +2.6%BEST | -2.8% | ||
3Y vs index | +5.6%BEST | +3.8% | ||
5Y vs index | — | +4.7%BEST | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.85 | 0.88BEST | ||
Sortino ratio | 1.14BEST | 1.05 | ||
Std deviation | 15.06BEST | 15.68 | ||
Alpha | 4.26 | 4.81BEST | ||
Beta | 0.92 | 0.97 | ||
| Cost & size | ||||
Expense ratio | 0.87%BEST | 1.23% | ||
Fund size | ₹494 Cr | ₹32.3k CrBEST | ||
Portfolio P/E | 26.00 | 23.12BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | — | Milind Agrawal | ||
Benchmark | BSE 500 TRI | BSE 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 SBI ELSS Tax Saver?
WhiteOak Capital ELSS Tax Saver currently edges it with a Smart Score of 78/100 vs 76/100. WhiteOak Capital ELSS Tax Saver has the stronger risk-adjusted profile (Sortino 1.14 vs 1.05), 3-year returns of 18.4% vs 16.5%, and an expense ratio of 0.87% vs 1.23%. Scores are relative to all ELSS (Tax Saver) peers and refresh with every data update.
Which is cheaper — WhiteOak Capital ELSS Tax Saver or SBI ELSS Tax Saver?
WhiteOak Capital ELSS Tax Saver has the lower expense ratio: 0.87% vs 1.23% (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 1.14 vs 1.05. Sharpe ratios: WhiteOak Capital ELSS Tax Saver 0.85, SBI ELSS Tax Saver 0.88.