WhiteOak Capital Balanced Hybrid Fund vs WhiteOak Capital ELSS Tax Saver Fund
Direct Plan, Growth option · Data as on 30-10-2026
WhiteOak Capital Balanced Hybrid Fund is a Hybrid fund and WhiteOak Capital ELSS Tax Saver Fund is an ELSS fund. In the 3 years to 30-10-2026, WhiteOak Capital Balanced Hybrid Fund (Direct) returned 10.7% a year and WhiteOak Capital ELSS Tax Saver Fund (Direct) returned 15.5% a year. WhiteOak Capital Balanced Hybrid Fund charges 0.71% a year and WhiteOak Capital ELSS Tax Saver Fund 0.86% (Direct plans). Their portfolios overlap 47.7%: they hold 101 of the same securities.
WhiteOak Capital Balanced Hybrid Fund
Hybrid
- 3 year return
- 10.7%
- Expense ratio
- 0.71%
- NAV
- ₹13.59
WhiteOak Capital ELSS Tax Saver Fund
ELSS
- 3 year return
- 15.5%
- Expense ratio
- 0.86%
- NAV
- ₹18.41
Which is better, WhiteOak Capital Balanced Hybrid or WhiteOak Capital ELSS Tax Saver? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- WhiteOak Capital ELSS Tax Saver returned more over 3 years: 15.5% a year against 10.7%.
- WhiteOak Capital Balanced Hybrid returned more over 1 year: −0.4% against −2.3%.
- WhiteOak Capital Balanced Hybrid costs less: 0.71% a year against 0.86% (Direct plans).
- WhiteOak Capital Balanced Hybrid swung less over 3 years: a standard deviation of 7.6% a year against 14.1%.
- WhiteOak Capital Balanced Hybrid fell less in its worst fall since 30-10-2023: −8.4% against −16.4%.
- WhiteOak Capital ELSS Tax Saver holds more in large companies: 52.3% of the fund in large caps against 32.6%.
- WhiteOak Capital ELSS Tax Saver is the larger fund: ₹481 Cr against ₹293 Cr.
- Their portfolios overlap 47.7%: 101 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | WhiteOak Capital Balanced Hybrid Fund | WhiteOak Capital ELSS Tax Saver Fund |
|---|---|---|
| Fund house | WhiteOak Capital Mutual Fund | WhiteOak Capital Mutual Fund |
| Category | Hybrid | ELSS |
| AUM | ₹293 Cr (30-09-2026) | ₹481 Cr (30-09-2026) |
| NAV | ₹13.59 (Direct) | ₹18.41 (Direct) |
| Expense ratio (Direct) | 0.71% | 0.86% |
| Expense ratio (Regular) | 2.25% | 2.58% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 50+50 - Moderate Index | BSE 500 TRI |
| Launch date | 27-10-2023 | 14-10-2022 |
| Minimum investment | ₹500 | ₹500 |
| Lock in | None | 3 years |
| Fund managers | Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal | Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal |
| Exit load | Nil | Nil |
WhiteOak Capital Balanced Hybrid vs WhiteOak Capital ELSS Tax Saver: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| WhiteOak Capital Balanced Hybrid Fund (Direct) | −0.58% | −1.96% | +2.08% | −0.36% | +10.67% | -- | -- |
| WhiteOak Capital ELSS Tax Saver Fund (Direct) | −0.74% | −3.51% | +3.23% | −2.32% | +15.53% | -- | -- |
| ELSS average | −2.34% | −5.61% | −1.63% | −5.75% | +10.92% | -- | -- |
Category average: the average of the 50 ELSS funds, same plan type.
WhiteOak Capital Balanced Hybrid vs WhiteOak Capital ELSS Tax Saver: Year-wise Returns
| Year | Balanced HybridWhiteOak Capital Balanced Hybrid | ELSS Tax SaverWhiteOak Capital ELSS Tax Saver |
|---|---|---|
| 2026to date | −0.72% | −1.72% |
| 2025 | +8.21% | +4.95% |
| 2024 | +17.18% | +30.34% |
| 2023 | -- | +34.58% |
WhiteOak Capital Balanced Hybrid vs WhiteOak Capital ELSS Tax Saver: Rolling Returns
Every holding period of both funds, against BSE 500 TRI, the benchmark of WhiteOak Capital ELSS Tax Saver Fund
Rolling returns
Every 1-year holding period, 484 of them, one for each trading day from 30-10-2024 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
WhiteOak Capital Balanced Hybrid Fund (Direct)
WhiteOak Capital ELSS Tax Saver Fund (Direct)
BSE 500 TRI
to
Dec 2024Apr 2024
to
Apr 2025Sept 2024
to
Sept 2025Jan 2025
to
Jan 2026May 2025
to
May 2026Sept 2025
to
Sept 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WhiteOak Capital Balanced Hybrid | 1.4 | 21.3 | 45.0 | 21.9 | 3.9 | 6.2 | 0.2 | 8.8% | 8.0% | −1.6% | 25.1% | 87% |
| WhiteOak Capital ELSS Tax Saver | 5.7 | 25.4 | 27.4 | 17.3 | 10.4 | 3.9 | 10.0 | 11.1% | 8.4% | −4.2% | 45.4% | 83% |
| BSE 500 TRI | 25.0 | 28.3 | 29.8 | 6.8 | 3.3 | 0.8 | 6.0 | 5.6% | 4.3% | −9.2% | 36.1% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is BSE 500 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 30-10-2023. Past returns do not promise future returns.
WhiteOak Capital Balanced Hybrid vs WhiteOak Capital ELSS Tax Saver: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 30-10-2023 to 30-10-2026: 37 instalments, ₹3,70,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| WhiteOak Capital Balanced HybridWhiteOak Capital Balanced Hybrid Fund (Direct) | ₹3,70,000 | ₹4,04,930 | ₹34,930 | 5.8% |
| WhiteOak Capital ELSS Tax SaverWhiteOak Capital ELSS Tax Saver Fund (Direct) | ₹3,70,000 | ₹4,11,468 | ₹41,468 | 6.9% |
WhiteOak Capital Balanced HybridWhiteOak Capital Balanced Hybrid Fund (Direct)
WhiteOak Capital ELSS Tax SaverWhiteOak Capital ELSS Tax Saver Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
WhiteOak Capital Balanced Hybrid vs WhiteOak Capital ELSS Tax Saver: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | WhiteOak Capital Balanced Hybrid Fund (Direct) | WhiteOak Capital ELSS Tax Saver Fund (Direct) |
|---|---|---|
| Return (CAGR) | −0.36% | −2.32% |
| Standard deviation | 7.60% | 13.78% |
| Sharpe ratio | -0.74 | -0.55 |
| Sortino ratio | -0.99 | -0.74 |
| Maximum drawdown | −8.4% (23-03-2026) | −15.9% (23-03-2026) |
| Beta | -- | 0.94 |
| Alpha | -- | +4.63% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | WhiteOak Capital Balanced Hybrid Fund (Direct) | WhiteOak Capital ELSS Tax Saver Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.67% | +15.53% |
| Standard deviation | 7.60% | 14.09% |
| Sharpe ratio | 0.61 | 0.67 |
| Sortino ratio | 0.83 | 0.92 |
| Maximum drawdown | −8.4% (23-03-2026) | −16.4% (28-02-2025) |
| Beta | -- | 0.96 |
| Alpha | -- | +5.78% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | WhiteOak Capital Balanced Hybrid Fund (Direct) | WhiteOak Capital ELSS Tax Saver Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.66% | +16.16% |
| Standard deviation | 7.60% | 13.02% |
| Sharpe ratio | 0.61 | 0.77 |
| Sortino ratio | 0.83 | 1.04 |
| Maximum drawdown | −8.4% (23-03-2026) | −16.4% (28-02-2025) |
| Beta | -- | 0.95 |
| Alpha | -- | +5.64% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
WhiteOak Capital Balanced Hybrid Fund (Direct)
WhiteOak Capital ELSS Tax Saver Fund (Direct)
BSE 500 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| WhiteOak Capital Balanced Hybrid Fund (Direct) | −8.4% | 20-11-2025 | 23-03-2026 | 06-07-2026 | 3 months | −3.4% |
| WhiteOak Capital ELSS Tax Saver Fund (Direct) | −16.4% | 11-12-2024 | 28-02-2025 | 27-06-2025 | 4 months | −6.4% |
| BSE 500 TRI | −18.7% | 26-09-2024 | 28-02-2025 | Not yet | -- | −9.4% |
From daily values since 30-10-2023, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
WhiteOak Capital Balanced Hybrid Fund (Direct)
WhiteOak Capital ELSS Tax Saver Fund (Direct)
BSE 500 TRI
Against BSE 500 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| WhiteOak Capital Balanced Hybrid Fund (Direct) | 67% | 45% | 7.69% |
| WhiteOak Capital ELSS Tax Saver Fund (Direct) | 111% | 86% | 4.39% |
From month-end values since 30-10-2023. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
WhiteOak Capital Balanced Hybrid vs WhiteOak Capital ELSS Tax Saver: Portfolio Overlap
From each fund's latest monthly portfolio: WhiteOak Capital Balanced Hybrid Fund, September 2026; WhiteOak Capital ELSS Tax Saver Fund, September 2026
Holdings in common
- Overlap
- 47.7%
- Held by both
- 101
- Only in WhiteOak Capital Balanced Hybrid
- 47
- Only in WhiteOak Capital ELSS Tax Saver
- 40
| Security | % of WhiteOak Capital Balanced Hybrid | % of WhiteOak Capital ELSS Tax Saver |
|---|---|---|
| ICICI Bank Limited | 5.21% | 8.15% |
| HDFC Bank Limited | 2.75% | 3.97% |
| Bharti Airtel Limited | 2.36% | 3.91% |
| Nestle India Limited | 1.78% | 3.52% |
| Eternal Limited | 1.67% | 2.82% |
| Mahindra & Mahindra Limited | 1.56% | 2.41% |
| State Bank of India | 1.47% | 2.47% |
| Kotak Mahindra Bank Limited | 1.40% | 2.56% |
| Reliance Industries Limited | 1.35% | 2.33% |
| Titan Company Limited | 1.18% | 1.80% |
| Torrent Pharmaceuticals Limited | 1.07% | 1.78% |
| Bharat Electronics Limited | 0.99% | 1.63% |
| Maruti Suzuki India Limited | 0.98% | 1.49% |
| Coforge Limited | 0.84% | 1.87% |
| Axis Bank Limited | 0.73% | 1.35% |
| Persistent Systems Limited | 0.63% | 1.26% |
| Hindalco Industries Limited | 0.60% | 1.03% |
| Larsen & Toubro Limited | 0.59% | 0.64% |
| Infosys Limited | 0.51% | 0.48% |
| Bajaj Finance Limited | 0.48% | 0.56% |
| Oil India Limited | 0.46% | 0.46% |
| Muthoot Finance Limited | 0.44% | 0.89% |
| Solar Industries India Limited | 0.42% | 0.66% |
| Aadhar Housing Finance Limited | 0.42% | 1.03% |
| National Stock Exchange Of India Ltd | 0.87% | 0.41% |
| Tata Consultancy Services Limited | 0.39% | 0.40% |
| Lenskart Solutions Limited | 0.39% | 0.69% |
| Juniper Green Energy Limited | 0.64% | 0.38% |
| SS Retail Limited | 0.91% | 0.37% |
| Max Financial Services Limited | 0.37% | 0.85% |
| TD Power Systems Limited | 0.37% | 0.73% |
| Dynamatic Technologies Limited | 0.36% | 0.59% |
| Bajaj Finserv Limited | 0.36% | 1.04% |
| Five Star Business Finance Limited | 0.35% | 0.56% |
| Navin Fluorine International Limited | 0.34% | 0.86% |
| Leela Palaces Hotels & Resorts Limited | 0.34% | 0.48% |
| Cholamandalam Investment and Finance Company Ltd | 0.38% | 0.33% |
| Azad Engineering Ltd | 0.33% | 0.80% |
| KRN Heat Exchanger And Refrigeration Limited | 0.33% | 0.93% |
| NTPC Limited | 0.50% | 0.32% |
| Mankind Pharma Limited | 0.33% | 0.32% |
| Acutaas Chemicals Limited | 0.32% | 0.64% |
| Krishna Institute Of Medical Sciences Limited | 0.32% | 0.48% |
| National Aluminium Company Limited | 0.30% | 0.53% |
| CARE Ratings Limited | 0.30% | 0.58% |
| India Shelter Finance Corporation Limited | 0.30% | 0.62% |
| Asian Paints Limited | 0.29% | 0.78% |
| Kirloskar Oil Engines Limited | 0.29% | 0.32% |
| Poly Medicure Limited | 0.29% | 0.58% |
| Tata Steel Limited | 0.34% | 0.28% |
| Adani Enterprises Limited | 0.28% | 0.38% |
| Info Edge (India) Limited | 0.28% | 0.54% |
| Manorama Industries Limited | 0.27% | 0.38% |
| Billionbrains Garage Ventures Ltd | 0.26% | 0.26% |
| Power Finance Corporation Limited | 0.26% | 0.46% |
| Ajax Engineering Limited | 0.26% | 0.63% |
| UTI Asset Management Company Limited | 0.25% | 0.26% |
| Oil & Natural Gas Corporation Limited | 0.25% | 0.30% |
| Aditya Infotech Limited | 0.25% | 0.34% |
| The Phoenix Mills Limited | 0.24% | 0.41% |
| Computer Age Management Services Limited | 0.24% | 0.37% |
| Dr. Lal Path Labs Limited | 0.24% | 0.61% |
| Pidilite Industries Limited | 0.23% | 0.44% |
| TBO Tek Limited | 0.23% | 0.46% |
| Neuland Laboratories Limited | 0.23% | 0.71% |
| 360 One WAM Limited | 0.27% | 0.22% |
| Vishal Mega Mart Limited | 0.22% | 0.30% |
| AIA Engineering Limited | 0.22% | 0.29% |
| PB Fintech Limited | 0.22% | 0.37% |
| City Union Bank Limited | 0.22% | 0.60% |
| PNB Housing Finance Limited | 0.22% | 0.59% |
| Aether Industries Limited | 0.21% | 0.34% |
| Tech Mahindra Limited | 0.20% | 0.74% |
| Indigo Paints Limited | 0.19% | 0.56% |
| S.J.S. Enterprises Limited | 0.19% | 0.51% |
| Cipla Limited | 0.18% | 0.90% |
| Eureka Forbes Ltd | 0.18% | 0.37% |
| Gillette India Limited | 0.18% | 0.27% |
| Aye Finance Limited | 0.18% | 0.36% |
| ICICI Prudential Asset Management Company Limited | 0.24% | 0.17% |
| eClerx Services Limited | 0.17% | 0.42% |
| Tube Investments of India Limited | 0.17% | 0.47% |
| Ajanta Pharma Limited | 0.16% | 0.68% |
| Vedanta Aluminium Metal Limited | 0.15% | 0.18% |
| Intellect Design Arena Limited | 0.15% | 0.30% |
| JSW Steel Limited | 0.14% | 0.35% |
| Tenneco Clean Air India Limited | 0.14% | 0.39% |
| Doms Industries Limited | 0.14% | 0.23% |
| Safari Industries (India) Limited | 0.14% | 0.27% |
| LTM Limited | 0.14% | 0.13% |
| Jyothy Labs Limited | 0.12% | 0.19% |
| Vijaya Diagnostic Centre Limited | 0.11% | 0.49% |
| Blue Star Limited | 0.10% | 0.38% |
| Mastek Limited | 0.09% | 0.15% |
| Abbott India Limited | 0.08% | 0.38% |
| Sudeep Pharma Limited | 0.07% | 0.29% |
| Clean Max Enviro Energy Solutions Limited | 0.07% | 0.23% |
| Indiqube Spaces Limited | 0.05% | 0.25% |
| Cholamandalam Financial Holdings Limited | 0.04% | 0.09% |
| Newgen Software Technologies Limited | 0.04% | 0.15% |
| Hy-Tech Engineers Limited | 0.03% | 0.02% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 47.7% means 47.7% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in WhiteOak Capital Balanced Hybrid Fund
| Security | % of fund |
|---|---|
| 8.06% Bajaj Finance Limited (15/05/2029) | 3.39% |
| 7.57% LIC Housing Finance Limited (23/11/2029) | 2.37% |
| Nexus Select Trust - REIT | 2.06% |
| 6.94% Government of India (11/05/2036) | 2.03% |
| 8.95% Reliance Industries Limited (09/11/2028) | 1.75% |
Largest holdings only in WhiteOak Capital ELSS Tax Saver Fund
| Security | % of fund |
|---|---|
| Yasho Industries Limited | 1.24% |
| Yash Highvoltage Limited | 0.83% |
| Shaily Engineering Plastics Limited | 0.58% |
| Gland Pharma Limited | 0.55% |
| JSW Cement Limited | 0.53% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | WhiteOak Capital Balanced Hybrid | WhiteOak Capital ELSS Tax Saver |
|---|---|---|
| Equity | 51.6% | 97.4% |
| Debt | 38.6% | 0.0% |
| Cash and others | 9.8% | 2.6% |
Market cap of stocks
| Market cap | WhiteOak Capital Balanced Hybrid | WhiteOak Capital ELSS Tax Saver |
|---|---|---|
| Large Cap | 32.6% | 52.3% |
| Mid Cap | 5.5% | 11.7% |
| Small Cap | 10.1% | 30.4% |
| Not on AMFI's list | 3.4% | 3.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | WhiteOak Capital Balanced Hybrid | WhiteOak Capital ELSS Tax Saver |
|---|---|---|
| Banks | 11.8% | 20.3% |
| Finance | 4.0% | 7.6% |
| Pharmaceuticals & Biotechnology | 2.9% | 6.4% |
| IT - Software | 3.1% | 5.6% |
| Retailing | 3.5% | 5.5% |
| Consumer Durables | 2.1% | 5.0% |
| Automobiles | 2.5% | 3.9% |
The six largest sectors of each fund's stocks, % of the fund.
WhiteOak Capital Balanced Hybrid vs WhiteOak Capital ELSS Tax Saver: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | WhiteOak Capital Balanced Hybrid Fund | WhiteOak Capital ELSS Tax Saver Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.71% | 0.86% |
| Base expense ratio (Direct) | 0.54% | 0.64% |
| Total expense ratio (Regular) | 2.25% | 2.58% |
| Base expense ratio (Regular) | 1.85% | 2.10% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
WhiteOak Capital Balanced Hybrid Fund vs WhiteOak Capital ELSS Tax Saver Fund: Frequently Asked Questions
What is the difference between WhiteOak Capital Balanced Hybrid Fund and WhiteOak Capital ELSS Tax Saver Fund?
WhiteOak Capital Balanced Hybrid Fund is a Hybrid fund, WhiteOak Capital ELSS Tax Saver Fund is an ELSS fund, run by WhiteOak Capital Mutual Fund. Their portfolios overlap 47.7%. WhiteOak Capital Balanced Hybrid Fund charges 0.71% a year and WhiteOak Capital ELSS Tax Saver Fund 0.86%.
Which has given higher returns, WhiteOak Capital Balanced Hybrid Fund or WhiteOak Capital ELSS Tax Saver Fund?
Over 1 year: WhiteOak Capital Balanced Hybrid Fund −0.36%, WhiteOak Capital ELSS Tax Saver Fund −2.32%. Over 3 years: WhiteOak Capital Balanced Hybrid Fund +10.67% a year, WhiteOak Capital ELSS Tax Saver Fund +15.53% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, WhiteOak Capital Balanced Hybrid Fund or WhiteOak Capital ELSS Tax Saver Fund?
WhiteOak Capital Balanced Hybrid Fund charges less: 0.71% a year against 0.86%. These are the Direct plans' total expense ratios reported to AMFI.
How much do WhiteOak Capital Balanced Hybrid Fund and WhiteOak Capital ELSS Tax Saver Fund overlap?
47.7%. They hold 101 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, BHARTIARTL. From each fund's latest monthly portfolio.
Which is riskier, WhiteOak Capital Balanced Hybrid Fund or WhiteOak Capital ELSS Tax Saver Fund?
On SEBI's riskometer, WhiteOak Capital Balanced Hybrid Fund is rated Very High and WhiteOak Capital ELSS Tax Saver Fund Very High. Over 3 years, the standard deviation of daily returns was 7.60% and 14.09% a year.
Which is better for SIP, WhiteOak Capital Balanced Hybrid Fund or WhiteOak Capital ELSS Tax Saver Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 30-10-2023 to 30-10-2026 grew to ₹4,04,930 in WhiteOak Capital Balanced Hybrid Fund (XIRR 5.8% a year) and ₹4,11,468 in WhiteOak Capital ELSS Tax Saver Fund (XIRR 6.9% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both WhiteOak Capital Balanced Hybrid Fund and WhiteOak Capital ELSS Tax Saver Fund?
Yes. 47.7% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages WhiteOak Capital Balanced Hybrid Fund and WhiteOak Capital ELSS Tax Saver Fund?
WhiteOak Capital Balanced Hybrid Fund: Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal. WhiteOak Capital ELSS Tax Saver Fund: Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.