- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN |
|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Low Risk |
| Asset Size (Cr) | ₹728 Cr | ₹3 Cr |
| Min Investment | ₹500 | ₹200000 |
| Min SIP Invesment | ₹100 | ₹0 |
| Min Addl Investment | ₹500 | ₹200000 |
| Launch Date | 04 Jun 2024 | 30 Apr 2007 |
| Category | Other Themes | FMP |
| Fund Type | Open Ended | Close Ended |
| Benchmark | BSE 500 | CRISIL Short-Term Bond Index |
| Turn Over | % | % |
| Expense Ratio | 2.29 | 0.17 |
| Manager | ||
| ISIN Code | INF03VN01894 | INF204K01DZ9 |
| 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) | NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN |
|---|---|---|
| 1 Month | -4.31% | 0.59% |
| 6 Month | -5.68% | 3.52% |
| 1 Year | - | 7.08% |
| 3 Year | - | 6.33% |
| 5 Year | - | 5.43% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 6.94% |
| 3 Year | - | 6.79% |
| 5 Year | - | 6.05% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN |
|---|---|---|
| 1 Year | - | 7.39% |
| 3 Year | - | 7.42% |
| 5 Year | - | 7.9% |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN |
|---|---|---|
| Standard Deviation | - | 0.382% |
| Sharp | - | -0.507% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN |
|---|---|---|
| Name | ||
| Total AUM | ₹0 Cr | ₹0 Cr |
| Fund Manage | 95 | 95 |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN |
|---|---|---|
| Others | 9.37 | 100 |
| Large Cap | 37.68 | - |
| Small Cap | 39.89 | - |
| Mid Cap | 13.06 | - |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN |
|---|---|---|
| Others | 9.37 | 100 |
| Petroleum Products | 0.92 | - |
| IT - Software | 6 | - |
| Pharmaceuticals & Biotechnology | 6.49 | - |
| Construction | 0.39 | - |
| 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 | - |
Top Comparisons
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns14.06%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns12.95%
Invesco India Arbitrage Fund - Growth Option
3Y Returns6.77%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.33%
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns8.93%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns5.54%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns18.8%
Axis Gold Fund - Regular Plan - Growth Option
3Y Returns18.46%
