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

Sundaram ELSS Tax Saver Fund Direct Plan Growth's expense ratio is 1.78% 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 Sundaram 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.

Sundaram ELSS Tax Saver Fund Direct Plan Growth vs WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth

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

Sundaram ELSS Tax Saver Fund Direct Plan Growth has a 1-year return of -2.8% 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.

Sundaram ELSS Tax Saver Fund Direct Plan Growth

Sundaram Mutual Fund

★★★★★

Equity · ELSS

WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth

WhiteOak Capital Mutual Fund

★★★★★

Equity · ELSS

Metric	Sundaram ELSS Tax Save...	WhiteOak Capital ELSS ...
NAV	₹524.86	₹18.78
Star Rating	★★★	★★★★★
Expense Ratio	1.78%	0.9%
AUM	₹1,280 Cr	₹450 Cr
1M Return	+1.93%	-2.29%
3M Return	+0.86%	+4.38%
6M Return	-3.53%	-4.49%
1Y Return	-2.8%	-1.96%
3Y CAGR	+10.55%	+18.09%
5Y CAGR	+11.6%	—
Risk Level	—	—
Fund Manager	P V K Mohan	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