WhiteOak Capital Large & Mid Cap Fund vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
WhiteOak Capital Large & Mid Cap Fund is a Large & Mid Cap fund and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is an Index fund. In the year to 30-10-2026, WhiteOak Capital Large & Mid Cap Fund (Direct) returned −2.3% and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) returned −6.2%. WhiteOak Capital Large & Mid Cap Fund charges 0.89% a year and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund 0.36% (Direct plans). Their portfolios overlap 47.2%: they hold 100 of the same securities.
WhiteOak Capital Large & Mid Cap Fund
Large & Mid Cap
- 1 year return
- −2.3%
- Expense ratio
- 0.89%
- NAV
- ₹13.69
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
Index
- 1 year return
- −6.2%
- Expense ratio
- 0.36%
- NAV
- ₹13.49
Which is better, WhiteOak Capital Large & Mid Cap or Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index? 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 Large & Mid Cap returned more over 1 year: −2.3% against −6.2%.
- Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index costs less: 0.36% a year against 0.89% (Direct plans).
- WhiteOak Capital Large & Mid Cap fell less in its worst fall since 26-12-2023: −16.0% against −18.7%.
- WhiteOak Capital Large & Mid Cap is the larger fund: ₹2,376 Cr against ₹280 Cr.
- Their portfolios overlap 47.2%: 100 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 Large & Mid Cap Fund | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund |
|---|---|---|
| Fund house | WhiteOak Capital Mutual Fund | Zerodha Mutual Fund |
| Category | Large & Mid Cap | Index |
| AUM | ₹2,376 Cr (30-09-2026) | ₹280 Cr (30-09-2026) |
| NAV | ₹13.69 (Direct) | ₹13.49 (Direct) |
| Expense ratio (Direct) | 0.89% | 0.36% |
| Expense ratio (Regular) | 2.35% | Not available |
| Riskometer | Very High | Very High |
| Benchmark | BSE 250 Large MidCap TRI | Nifty LargeMidcap 250 TRI |
| Launch date | 22-12-2023 | 08-11-2023 |
| Minimum investment | ₹500 | ₹500 |
| Lock in | None | None |
| Fund managers | Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal | Kedarnath Mirajkar |
| Exit load | Nil | Nil |
WhiteOak Capital Large & Mid Cap vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index: 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 Large & Mid Cap Fund (Direct) | −0.04% | −5.49% | +0.97% | −2.30% | -- | -- | -- |
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) | −1.30% | −6.82% | −3.24% | −6.16% | -- | -- | -- |
| Large & Mid Cap average | −1.78% | −5.20% | −0.43% | −3.99% | -- | -- | -- |
Category average: the average of the 36 Large & Mid Cap funds, same plan type.
WhiteOak Capital Large & Mid Cap vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index: Year-wise Returns
| Year | WhiteOak Capital Large & Mid CapWhiteOak Capital Large & Mid Cap | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 IndexZerodha ELSS Tax Saver Nifty LargeMidcap 250 Index |
|---|---|---|
| 2026to date | −2.41% | −6.81% |
| 2025 | +8.25% | +8.44% |
| 2024 | +27.61% | +18.59% |
WhiteOak Capital Large & Mid Cap vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index: Rolling Returns
Every holding period of both funds, against BSE 250 LargeMidCap Index TRI, the benchmark of WhiteOak Capital Large & Mid Cap Fund
Rolling returns
Every 1-year holding period, 455 of them, one for each trading day from 26-12-2024 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 Large & Mid Cap Fund (Direct)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct)
BSE 250 LargeMidCap Index TRI
to
Feb 2025Jun 2024
to
Jun 2025Oct 2024
to
Oct 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 Large & Mid Cap | 3.3 | 19.1 | 34.5 | 28.4 | 10.3 | 2.2 | 2.2 | 9.6% | 9.1% | −4.5% | 30.6% | 98% |
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index | 14.7 | 34.3 | 31.0 | 14.3 | 5.1 | 0.7 | 0.0 | 5.6% | 5.3% | −7.7% | 20.7% | 93% |
| BSE 250 LargeMidCap Index TRI | 26.4 | 32.1 | 27.5 | 11.4 | 2.6 | 0.0 | 0.0 | 4.0% | 3.8% | −9.6% | 17.4% | -- |
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 250 LargeMidCap Index 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 26-12-2023. Past returns do not promise future returns.
WhiteOak Capital Large & Mid Cap vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index: 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 26-12-2023 to 30-10-2026: 35 instalments, ₹3,50,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| WhiteOak Capital Large & Mid CapWhiteOak Capital Large & Mid Cap Fund (Direct) | ₹3,50,000 | ₹3,80,307 | ₹30,307 | 5.6% |
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 IndexZerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) | ₹3,50,000 | ₹3,56,836 | ₹6,836 | 1.3% |
WhiteOak Capital Large & Mid CapWhiteOak Capital Large & Mid Cap Fund (Direct)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 IndexZerodha ELSS Tax Saver Nifty LargeMidcap 250 Index 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 Large & Mid Cap vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | WhiteOak Capital Large & Mid Cap Fund (Direct) | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | −2.30% | −6.16% |
| Standard deviation | 13.60% | 14.85% |
| Sharpe ratio | -0.55 | -0.77 |
| Sortino ratio | -0.74 | -1.02 |
| Maximum drawdown | −13.1% (23-03-2026) | −14.3% (30-03-2026) |
| Beta | 0.94 | 1.00 |
| Alpha | +4.89% | +0.31% |
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 Large & Mid Cap Fund (Direct) | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.50% | +10.56% |
| Standard deviation | 14.33% | 14.89% |
| Sharpe ratio | 0.39 | 0.31 |
| Sortino ratio | 0.52 | 0.41 |
| Maximum drawdown | −16.0% (28-02-2025) | −18.7% (28-02-2025) |
| Beta | 0.98 | 1.00 |
| Alpha | +6.03% | +0.12% |
From daily NAVs, 26-12-2023 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 Large & Mid Cap Fund (Direct)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct)
BSE 250 LargeMidCap Index TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| WhiteOak Capital Large & Mid Cap Fund (Direct) | −16.0% | 16-12-2024 | 28-02-2025 | 26-06-2025 | 4 months | −7.4% |
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) | −18.7% | 26-09-2024 | 28-02-2025 | 17-11-2025 | 9 months | −8.6% |
| BSE 250 LargeMidCap Index TRI | −18.0% | 26-09-2024 | 28-02-2025 | 02-01-2026 | 10 months | −9.4% |
From daily values since 26-12-2023, 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 Large & Mid Cap Fund (Direct)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct)
BSE 250 LargeMidCap Index TRI
Against BSE 250 LargeMidCap Index TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| WhiteOak Capital Large & Mid Cap Fund (Direct) | 118% | 87% | 3.81% |
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) | 110% | 103% | 2.53% |
From month-end values since 26-12-2023. 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 Large & Mid Cap vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index: Portfolio Overlap
From each fund's latest monthly portfolio: WhiteOak Capital Large & Mid Cap Fund, September 2026; Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund, September 2026
Holdings in common
- Overlap
- 47.2%
- Held by both
- 100
- Only in WhiteOak Capital Large & Mid Cap
- 27
- Only in Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index
- 150
| Security | % of WhiteOak Capital Large & Mid Cap | % of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index |
|---|---|---|
| ICICI Bank Limited | 6.63% | 3.68% |
| HDFC Bank Limited | 2.72% | 4.22% |
| Bharti Airtel Limited | 2.73% | 2.08% |
| Reliance Industries Limited | 1.75% | 3.08% |
| State Bank of India | 2.22% | 1.54% |
| Axis Bank Limited | 1.42% | 1.37% |
| Kotak Mahindra Bank Limited | 1.69% | 1.19% |
| Mahindra & Mahindra Limited | 2.13% | 1.02% |
| The Federal Bank Limited | 1.97% | 0.97% |
| Laurus Labs Limited | 1.75% | 0.95% |
| Eternal Limited | 2.41% | 0.90% |
| Bharat Heavy Electricals Limited | 1.16% | 0.75% |
| Titan Company Limited | 1.64% | 0.74% |
| IndusInd Bank Limited | 0.86% | 0.73% |
| Coforge Limited | 0.72% | 0.75% |
| Hero MotoCorp Limited | 0.71% | 0.84% |
| Persistent Systems Limited | 0.70% | 0.71% |
| Bajaj Finance Limited | 0.67% | 1.02% |
| Lenskart Solutions Limited | 0.90% | 0.62% |
| Maruti Suzuki India Limited | 1.31% | 0.60% |
| Larsen & Toubro Limited | 0.59% | 1.71% |
| Info Edge (India) Limited | 1.07% | 0.58% |
| Bharat Electronics Limited | 1.00% | 0.54% |
| Hindalco Industries Limited | 0.78% | 0.53% |
| Marico Limited | 0.84% | 0.51% |
| Fortis Healthcare Limited | 1.19% | 0.49% |
| Embassy Office Parks REIT | 0.56% | 0.47% |
| Multi Commodity Exchange of India Limited | 0.47% | 1.04% |
| Divi's Laboratories Limited | 1.12% | 0.46% |
| REC Limited | 0.55% | 0.46% |
| Infosys Limited | 0.46% | 1.36% |
| Max Financial Services Limited | 1.78% | 0.45% |
| FSN E-Commerce Ventures Limited | 0.45% | 0.54% |
| The Phoenix Mills Limited | 1.55% | 0.44% |
| Sun Pharmaceutical Industries Limited | 0.44% | 0.75% |
| Asian Paints Limited | 0.53% | 0.42% |
| Hindustan Petroleum Corporation Limited | 0.42% | 0.41% |
| GE Vernova T&D India Limited | 0.40% | 0.64% |
| Bajaj Finserv Limited | 0.54% | 0.39% |
| National Aluminium Company Limited | 0.83% | 0.38% |
| Tech Mahindra Limited | 0.77% | 0.38% |
| Alkem Laboratories Limited | 0.71% | 0.38% |
| Adani Enterprises Limited | 0.51% | 0.38% |
| Nestle India Limited | 3.38% | 0.36% |
| Vishal Mega Mart Limited | 0.54% | 0.35% |
| Mankind Pharma Limited | 0.42% | 0.35% |
| KEI Industries Limited | 0.84% | 0.34% |
| IPCA Laboratories Limited | 0.94% | 0.33% |
| 360 One WAM Limited | 0.84% | 0.33% |
| Tata Steel Limited | 0.33% | 0.59% |
| Billionbrains Garage Ventures Ltd | 0.48% | 0.32% |
| Tube Investments of India Limited | 0.70% | 0.31% |
| Oil India Limited | 1.01% | 0.30% |
| Cipla Limited | 0.47% | 0.29% |
| Jindal Stainless Limited | 0.42% | 0.29% |
| Tata Consultancy Services Limited | 0.29% | 0.81% |
| Power Grid Corporation of India Limited | 0.29% | 0.46% |
| Torrent Pharmaceuticals Limited | 1.10% | 0.27% |
| Cholamandalam Investment and Finance Company Ltd | 0.44% | 0.27% |
| Max Healthcare Institute Limited | 0.40% | 0.27% |
| Supreme Industries Limited | 0.31% | 0.27% |
| JSW Infrastructure Ltd | 1.00% | 0.26% |
| Mahindra & Mahindra Financial Services Limited | 0.51% | 0.26% |
| Meesho Ltd | 0.36% | 0.26% |
| Coromandel International Limited | 0.36% | 0.26% |
| Oil & Natural Gas Corporation Limited | 0.26% | 0.34% |
| Page Industries Limited | 0.26% | 0.28% |
| Cummins India Limited | 0.43% | 0.25% |
| JSW Steel Limited | 0.25% | 0.47% |
| NMDC Limited | 0.25% | 0.33% |
| NTPC Limited | 0.25% | 0.59% |
| Vedanta Aluminium Metal Limited | 0.24% | 0.27% |
| Colgate Palmolive (India) Limited | 0.23% | 0.29% |
| Aditya Birla Capital Limited | 0.23% | 0.40% |
| Godrej Properties Limited | 0.21% | 0.27% |
| Ajanta Pharma Limited | 0.70% | 0.20% |
| Motilal Oswal Financial Services Limited | 1.10% | 0.19% |
| Solar Industries India Limited | 0.66% | 0.19% |
| Bank of India | 0.43% | 0.19% |
| AIA Engineering Limited | 0.83% | 0.18% |
| Pidilite Industries Limited | 0.48% | 0.18% |
| Abbott India Limited | 0.59% | 0.17% |
| Berger Paints (I) Limited | 0.82% | 0.16% |
| Bosch Limited | 0.26% | 0.16% |
| Hitachi Energy India Limited | 0.59% | 0.15% |
| Narayana Hrudayalaya Limited | 0.31% | 0.15% |
| ICICI Prudential Asset Management Company Limited | 0.15% | 0.23% |
| ICICI Prudential Life Insurance Company Limited | 0.15% | 0.22% |
| JSW Energy Limited | 0.14% | 0.37% |
| Bharti Hexacom Limited | 1.57% | 0.13% |
| AU Small Finance Bank Limited | 0.13% | 0.72% |
| Endurance Technologies Limited | 0.30% | 0.12% |
| PB Fintech Limited | 0.12% | 0.46% |
| Muthoot Finance Limited | 1.02% | 0.11% |
| Anthem Biosciences Limited | 0.22% | 0.11% |
| Tata Capital Limited | 0.76% | 0.07% |
| Godrej Industries Limited | 0.46% | 0.06% |
| Petronet LNG Limited | 0.04% | 0.26% |
| Nippon Life India Asset Management Limited | 0.03% | 0.24% |
| Oracle Financial Services Software Limited | 0.03% | 0.31% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 47.2% means 47.2% 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 Large & Mid Cap Fund
| Security | % of fund |
|---|---|
| Nexus Select Trust - REIT | 1.37% |
| 91 Days Tbill (MD 29/10/2026) | 0.85% |
| Vertis Infrastructure Trust | 0.79% |
| Navin Fluorine International Limited | 0.63% |
| 91 Days Tbill (MD 10/12/2026) | 0.62% |
Largest holdings only in Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
| Security | % of fund |
|---|---|
| ITC Limited | 0.98% |
| One 97 Communications Limited | 0.89% |
| The Indian Hotels Company Limited | 0.79% |
| IDFC First Bank Limited | 0.67% |
| Dixon Technologies (India) Limited | 0.67% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | WhiteOak Capital Large & Mid Cap | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index |
|---|---|---|
| Equity | 85.9% | 99.6% |
| Debt | 4.3% | 0.0% |
| Cash and others | 9.8% | 0.4% |
Market cap of stocks
| Market cap | WhiteOak Capital Large & Mid Cap | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index |
|---|---|---|
| Large Cap | 47.1% | 52.0% |
| Mid Cap | 36.0% | 46.3% |
| Small Cap | 2.3% | 1.3% |
| Not on AMFI's list | 0.5% | 0.0% |
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 Large & Mid Cap | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index |
|---|---|---|
| Banks | 18.1% | 16.9% |
| Pharmaceuticals & Biotechnology | 9.1% | 6.7% |
| Finance | 4.8% | 6.5% |
| Retailing | 5.7% | 4.3% |
| IT - Software | 3.1% | 5.6% |
| Telecom - Services | 4.3% | 3.2% |
| Automobiles | 4.2% | 4.0% |
The six largest sectors of each fund's stocks, % of the fund.
WhiteOak Capital Large & Mid Cap vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | WhiteOak Capital Large & Mid Cap Fund | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.89% | 0.36% |
| Base expense ratio (Direct) | 0.48% | 0.25% |
| Total expense ratio (Regular) | 2.35% | Not available |
| Base expense ratio (Regular) | 1.72% | 0.00% |
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
Compare WhiteOak Capital Large & Mid Cap with
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- WhiteOak Capital Large & Mid Cap vs HSBC Large & Mid Cap
- WhiteOak Capital Large & Mid Cap vs Bandhan Large & Mid Cap
- WhiteOak Capital Large & Mid Cap vs Quant Large & Mid Cap
WhiteOak Capital Large & Mid Cap Fund vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund: Frequently Asked Questions
What is the difference between WhiteOak Capital Large & Mid Cap Fund and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
WhiteOak Capital Large & Mid Cap Fund is a Large & Mid Cap fund, Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is an Index fund, run by WhiteOak Capital Mutual Fund and Zerodha Mutual Fund. Their portfolios overlap 47.2%. WhiteOak Capital Large & Mid Cap Fund charges 0.89% a year and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund 0.36%.
Which has given higher returns, WhiteOak Capital Large & Mid Cap Fund or Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
Over 1 year: WhiteOak Capital Large & Mid Cap Fund −2.30%, Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund −6.16%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, WhiteOak Capital Large & Mid Cap Fund or Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund charges less: 0.36% a year against 0.89%. These are the Direct plans' total expense ratios reported to AMFI.
How much do WhiteOak Capital Large & Mid Cap Fund and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund overlap?
47.2%. They hold 100 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, BHARTIARTL. From each fund's latest monthly portfolio.
Which is riskier, WhiteOak Capital Large & Mid Cap Fund or Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
On SEBI's riskometer, WhiteOak Capital Large & Mid Cap Fund is rated Very High and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Very High. Over 1 years, the standard deviation of daily returns was 13.60% and 14.85% a year.
Can I invest in both WhiteOak Capital Large & Mid Cap Fund and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
Yes. 47.2% 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 Large & Mid Cap Fund and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
WhiteOak Capital Large & Mid Cap Fund: Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal. Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund: Kedarnath Mirajkar.
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.