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.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
elssDirect
WhiteOak Capital ELSS Tax Saver Fund - Direct Plan - Growth Option
3Y ago₹1.61 L
5Y ago—
elssDirect
JM ELSS - Tax Saver Fund - Direct Plan - Growth Option
3Y ago₹1.60 L
5Y ago₹2.01 L
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.
| Metric | WhiteOak Capital ELSS Tax Saver… | JM ELSS - Tax Saver Fund - Dire… |
|---|---|---|
| Fund house | WhiteOak Capital Mutual Fund | JM Financial Mutual Fund |
| Category | Equity Schemes - ELSS- Tax Saver Fund | Equity Schemes - ELSS- Tax Saver Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹19.438 | ₹61.0414 |
| Assets managed (AUM) | — | — |
| 1M return | -0.02% | 1.69% |
| 6M return | 11.47% | 12.33% |
| 1Y return | 6.63% | 10.71% |
| 3Y CAGR | 17.27% | 17.04% |
| 5Y CAGR | — | 15.03% |
| Since inception CAGR | 18.49% | 16.91% |
| Bumpiness · 3Y (annualised σ) | 14.21 | 16.18 |
| Worst drop ever | -16.36% | -37.39% |
| Sharpe · 3Y (rf=6%) | 0.73 | 0.63 |