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

Shriram ELSS Tax Saver Fund - Direct Growth's expense ratio is 0.72% 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 Shriram ELSS Tax Saver Fund - Direct 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.

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

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

Shriram ELSS Tax Saver Fund - Direct Growth has a 1-year return of -0.42% 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.

Shriram ELSS Tax Saver Fund - Direct Growth

Shriram Mutual Fund

★★★★★

Equity · ELSS

WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth

WhiteOak Capital Mutual Fund

★★★★★

Equity · ELSS

Metric	Shriram ELSS Tax Saver...	WhiteOak Capital ELSS ...
NAV	₹23.5	₹18.78
Star Rating	★	★★★★★
Expense Ratio	0.72%	0.9%
AUM	₹45 Cr	₹450 Cr
1M Return	+4.7%	-2.29%
3M Return	+9.99%	+4.38%
6M Return	-2.46%	-4.49%
1Y Return	-0.42%	-1.96%
3Y CAGR	+9.59%	+18.09%
5Y CAGR	+10.12%	—
Risk Level	—	—
Fund Manager	Kartik Soral	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