Edelweiss Nifty Alpha Low Volatility 30 Index Fund vs WhiteOak Capital Special Opportunities Fund compare

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tortoise-icon WhiteOak Capital Special Opportunities Fund-Reg (G)

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tortoise-icon Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹0 Cr ₹77 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹0
Min Addl Investment ₹500 ₹100
Launch Date 04 Jun 2024 17 May 2024
Category Other Themes Large Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 Nifty Alpha Low Volatility 30
Turn Over % %
Expense Ratio 2.36 1.08
Manager Bhavesh Jain
ISIN Code INF03VN01894 INF754K01SO5
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 0.1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
1 Month 3.84% 1.91%
6 Month - -
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
6 Month - -
1 Year - 1.07%
3 Year - 1.07%
5 Year - 1.07%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
1 Year 2.54% 2.32%
3 Year 2.54% 2.32%
5 Year 2.54% 2.32%

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Name Bhavesh Jain
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 95 22
WhiteOak Capital Special Opportunities Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

Others - 2.72
Large Cap - 76.74
Mid Cap - 20.54

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

Others - -0.46
Capital Goods - 7.23
Healthcare - 17.57
Construction - 3.68
Materials - 9.83
Financial - 6.73
Consumer Staples - 18.98
Energy - 10.92
Consumer Discretionary - 2.85
Automobile - 18.34
Communication - 4.33

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