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

Samco ELSS Tax Saver Fund - Direct Plan - Growth Option's expense ratio is 1.38% versus WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth's 0.9%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both Samco ELSS Tax Saver Fund - Direct Plan - Growth Option 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.

Samco ELSS Tax Saver Fund - Direct Plan - Growth Option vs WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth

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

Samco ELSS Tax Saver Fund - Direct Plan - Growth Option has a 1-year return of -7.4% versus WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth's -1.96%. 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.

Samco ELSS Tax Saver Fund - Direct Plan - Growth Option

Samco Mutual Fund

★★★★★

Equity · ELSS

WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth

WhiteOak Capital Mutual Fund

★★★★★

Equity · ELSS

Metric	Samco ELSS Tax Saver F...	WhiteOak Capital ELSS ...
NAV	₹13.15	₹18.78
Star Rating	★	★★★★★
Expense Ratio	1.38%	0.9%
AUM	₹106 Cr	₹450 Cr
1M Return	+0.15%	-2.29%
3M Return	+4.82%	+4.38%
6M Return	+1.84%	-4.49%
1Y Return	-7.4%	-1.96%
3Y CAGR	+5.74%	+18.09%
Risk Level	—	—
Fund Manager	Nirali Bhansali	Shariq Merchant

open_in_new View Fund A open_in_new View Fund B

Compare More Funds SIP Calculator SIP vs Lumpsum Guide ELSS Tax Saving Funds