KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH vs WhiteOak Capital Special Opportunities Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

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) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
Investment Plan Growth Growth
Level of Risk Very High Low to Moderate
Asset Size (Cr) ₹0 Cr ₹0 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 04 Jun 2024 28 Mar 2024
Category Other Themes Index Fund
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 100 Equal Weight TRI
Turn Over % %
Expense Ratio 2.36 0.3
Manager
ISIN Code INF03VN01894 INF174KA1RI9
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) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
1 Month -4.83% 0.65%
6 Month - 3.78%
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
1 Year - -
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
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) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
Name
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 95 95
WhiteOak Capital Special Opportunities Fund-Reg (G) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

Others - 101.39

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

Others - 101.39

Top Comparisons

Invesco India Flexi Cap Fund - Growth Invesco India Flexi Cap Fund - Growth

3Y Returns0%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns15.01%

Compare Now

Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth

3Y Returns7.94%

VS

Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth

3Y Returns7.94%

Compare Now

ICICI Prudential Retirement Fund - Pure Equity - Growth Option ICICI Prudential Retirement Fund - Pure Equity - Growth Option

3Y Returns19.25%

VS

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

3Y Returns11.93%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns10.39%

VS

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns16.46%

Compare Now
Request call back
Add to Cart Successfully