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

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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) 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) ₹728 Cr ₹427 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 2.29 0.23
Manager
ISIN Code INF03VN01894 INF174KA1RI9
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 Data not available./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 7.13% 0.77%
6 Month -9.22% 3.8%
1 Year - 7.56%
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 -4.18% 2.18%
1 Year - 7.58%
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 - -

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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
Funds Managed 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 15.81 100
Large Cap 42.15 -
Small Cap 32.8 -
Mid Cap 9.25 -

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

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

Others 13.62 100
Energy 3.05 -
Basic Materials 8.8 -
Healthcare 4.24 -
Industrials 7.65 -
Financial Services 29.06 -
Consumer Cyclical 11.94 -
Real Estate 2.34 -
Technology 10.43 -
Communication Services 6.87 -
Utilities 2 -

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