Which has the lower expense ratio, Kotak ELSS Tax Saver Fund-Growth - Direct or WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth?

Kotak ELSS Tax Saver Fund-Growth - Direct's expense ratio is 0.8523% versus WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth's 0.86%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both Kotak ELSS Tax Saver Fund-Growth - Direct and WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

Kotak ELSS Tax Saver Fund-Growth - Direct vs WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth

Q: Kotak ELSS Tax Saver Fund-Growth - Direct vs WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth — which has given better returns?

Kotak ELSS Tax Saver Fund-Growth - Direct has a 1-year return of -3.56% versus WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth's -3.24%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

Kotak ELSS Tax Saver Fund-Growth - Direct

Kotak Mahindra Mutual Fund

★★★★★

Equity · ELSS

WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth

WhiteOak Capital Mutual Fund

★★★★★

Equity · ELSS

Metric	Kotak ELSS Tax Saver F...	WhiteOak Capital ELSS ...
NAV	₹133.1	₹18.0
Star Rating	★★★	★★★★★
Expense Ratio	0.8523%	0.86%
AUM	₹6,070 Cr	₹481 Cr
1M Return	-3.14%	-5.98%
3M Return	-4.14%	-4.14%
6M Return	-0.42%	+0.41%
1Y Return	-3.56%	-3.24%
3Y CAGR	+9.7%	+14.22%
5Y CAGR	+10.4%	—
Risk Level	—	—
Fund Manager	Harsha Upadhyaya	Shariq Merchant

View Fund A View Fund B

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