MF Gyan
Head-to-head

Compare up to 5 funds side-by-side.

Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.

₹1 lakh over time

What ₹1,00,000 invested at the start of each window would have become in each fund.

elssDirect
Invesco India ELSS Tax Saver Fund - Direct Plan - Growth
3Y ago₹1.47 L
5Y ago₹1.70 L
elssDirect
WhiteOak Capital ELSS Tax Saver Fund - Direct Plan - Growth Option
3Y ago₹1.61 L
5Y ago—

Normalised price over time

Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.

Normalized: value at the start of the selected range = ₹100

Every metric, side-by-side

marks the winner per row.

MetricInvesco India ELSS Tax Saver Fu…WhiteOak Capital ELSS Tax Saver…
Fund houseInvesco Mutual FundWhiteOak Capital Mutual Fund
CategoryEquity Schemes - ELSS- Tax Saver FundEquity Schemes - ELSS- Tax Saver Fund
PlanDirectDirect
Latest NAV₹153.40₹19.438
Assets managed (AUM)——
1M return2.41%-0.02%
6M return9.24%11.47%
1Y return3.59%6.63%
3Y CAGR13.80%17.27%
5Y CAGR11.25%—
Since inception CAGR16.17%18.49%
Bumpiness · 3Y (annualised σ)14.7214.21
Worst drop ever-35.82%-16.36%
Sharpe · 3Y (rf=6%)0.490.73