Which has the lower expense ratio, SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH or WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth?

SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH's expense ratio is 1.23% 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 SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH 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.

SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH vs WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth

Q: SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH vs WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth — which has given better returns?

SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH has a 1-year return of -0.33% 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.

SBI ELSS Tax Saver FUND - DIRECT PLAN -GROWTH

SBI Mutual Fund

★★★★★

Equity · ELSS

WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth

WhiteOak Capital Mutual Fund

★★★★★

Equity · ELSS

Metric	SBI ELSS Tax Saver FUN...	WhiteOak Capital ELSS ...
NAV	₹478.88	₹19.03
Star Rating	★★★★★	★★★★★
Expense Ratio	1.23%	0.9%
AUM	₹31,839 Cr	₹450 Cr
1M Return	+2.45%	-2.29%
3M Return	+2.8%	+4.38%
6M Return	-0.99%	-4.49%
1Y Return	-0.33%	-1.96%
3Y CAGR	+17.56%	+18.09%
5Y CAGR	+16.97%	—
Risk Level	—	—
Fund Manager	Dinesh Balachandran	Shariq Merchant

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