Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Overlap
share of the portfolio the two funds hold in common
| WhiteOak Capital ELSS Tax Saver | DSP ELSS Tax Saver | |
|---|---|---|
| WhiteOak Capital ELSS Tax Saver | itself | 38% |
| DSP ELSS Tax Saver | 38% | itself |
Most alike: WhiteOak Capital ELSS Tax Saver Fund and DSP ELSS Tax Saver Fund share 38% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | WhiteOak Capital ELSS Tax Saver | DSP ELSS Tax Saver |
|---|---|---|
| Category | ELSS | ELSS |
| Share of three-year stretches it beat its category P4 | 100% of 12 | 100% of 109 |
| Regular plan costs more than Direct by, a year P5 | 1.96% | 1.05% |
| Portfolio turned over a year P1 | 75% | 61% |
| Run by P7 | Piyush Baranwal · ≥ 2.9 yrs | Rohit Singhania · ≥ 1.2 yrs |
| 1-year return | 2.8% | −2.0% |
| 3 years p.a. | 16.4% | 13.1% |
| 5 years p.a. | — | 11.8% |
| Deepest fall (max drawdown) | −16.4% | −16.2% |
| Assets (AUM) | ₹504 Cr | ₹16,741 Cr |
| Disclosed history | 3.0 yrs | 14 yrs |
| Holdings · top ten weight | 143 · 35% | 60 · 49% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.