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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹620 Cr ₹98 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 04 Jun 2024 21 May 2024
Category Other Themes Index Fund
Fund Type Open Ended Open Ended
Benchmark BSE 500 Nifty Alpha Low Volatility 30
Turn Over % %
Expense Ratio 2.32 1.08
Manager Bhavesh Jain
ISIN Code INF03VN01894 INF754K01SO5
Exits Load WhiteOak Capital Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./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 6.5% 0.42%
6 Month 13.42% -2.93%
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 - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

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

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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 9.37 2.72
Large Cap 37.68 76.74
Small Cap 39.89 -
Mid Cap 13.06 20.54

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

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

Others 9.37 -0.46
Petroleum Products 0.92 -
IT - Software 6 -
Pharmaceuticals & Biotechnology 6.49 -
Construction 0.39 3.68
Non - Ferrous Metals 1.41 -
Banks 11.33 -
Electrical Equipment 3.06 -
Transport Services 0.27 -
Healthcare Services 0.94 -
Realty 3.85 -
Industrial Products 2.32 -
Automobiles 3.51 -
Cement & Cement Products 0.87 -
Fertilizers & Agrochemicals 1.2 -
Consumer Durables 2.2 -
Finance 6.46 -
Insurance 1.12 -
Diversified Metals 1.23 -
Textiles & Apparels 0.87 -
Capital Markets 7.27 -
Telecom - Services 3.03 -
Financial Technology (Fintech) 2.72 -
Diversified FMCG 1 -
Chemicals & Petrochemicals 0.72 -
Retailing 7.09 -
Household Products 1.66 -
IT - Services 3.68 -
Commercial Services & Supplies 1.34 -
Power 4.45 -
Ferrous Metals 1.1 -
Auto Components 0.74 -
Industrial Manufacturing 1.39 -
Capital Goods - 7.23
Healthcare - 17.57
Materials - 9.83
Financial - 6.73
Consumer Staples - 18.98
Energy - 10.92
Consumer Discretionary - 2.85
Automobile - 18.34
Communication - 4.33

Top Comparisons

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns8.73%

VS

Kotak Balanced Advantage Fund -Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option

3Y Returns11.47%

Compare Now

HDFC Dynamic PE Ratio Fund of Funds - Growth Option HDFC Dynamic PE Ratio Fund of Funds - Growth Option

3Y Returns14.31%

VS

Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth

3Y Returns0%

Compare Now

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns18.14%

VS

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

3Y Returns18.14%

Compare Now

Canara Robeco Small Cap Fund - Regular Plan - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option

3Y Returns21.23%

VS

HSBC Small Cap Fund - Regular Growth HSBC Small Cap Fund - Regular Growth

3Y Returns25.89%

Compare Now
Request call back
Add to Cart Successfully