HDFC NIFTY200 Momentum 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 HDFC NIFTY200 Momentum 30 Index Fund - Regular (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) HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹0 Cr ₹590 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 04 Jun 2024 31 Mar 2024
Category Other Themes Index Fund
Fund Type Open Ended Open Ended
Benchmark BSE 500 Nifty 200 Momentum 30 TRI
Turn Over % %
Expense Ratio 2.36 0.89
Manager Nirman Morakhia
ISIN Code INF03VN01894 INF179KC1IB6
Exits Load Exit load of 1%, if redeemed within 1 month./365 /365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
1 Month 3.84% 2%
6 Month - 23.5%
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
6 Month - -
1 Year - 7.49%
3 Year - 7.49%
5 Year - 7.49%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
1 Year 2.54% 8.59%
3 Year 2.54% 8.59%
5 Year 2.54% 8.59%

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
Name Nirman Morakhia
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 95 17
WhiteOak Capital Special Opportunities Fund-Reg (G) HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)

Others - -0.47
Mid Cap - 31.12
Large Cap - 69.35

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)

Others - -0.47
Healthcare - 16.13
Construction - 8.79
Financial - 12.93
Automobile - 22.07
Capital Goods - 18.83
Consumer Staples - 2.61
Materials - 5.71
Services - 6.42
Metals & Mining - 2.42
Energy - 4.56

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