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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹728 Cr | ₹36 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 04 Jun 2024 | 03 Oct 2017 |
| Category | Other Themes | ELSS |
| Fund Type | Open Ended | Close Ended |
| Benchmark | BSE 500 | NIFTY SMALLCAP 100 TRI |
| Turn Over | % | 11% |
| Expense Ratio | 2.29 | 1.42 |
| Manager | Dwijendra Srivastava | |
| ISIN Code | INF03VN01894 | INF903JA1AX5 |
| 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) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.13% | 8.41% |
| 6 Month | -4.04% | -14.95% |
| 1 Year | - | 0.21% |
| 3 Year | - | 15.24% |
| 5 Year | - | 34.76% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.43% | -4.01% |
| 1 Year | - | -13.93% |
| 3 Year | - | 13.44% |
| 5 Year | - | 22.96% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Year | - | 15.19% |
| 3 Year | - | 24.65% |
| 5 Year | - | 21.83% |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 17.089% |
| Sharp | - | 0.604% |
| Beta | - | 0.806% |
| Alpha | - | 0.237% |
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Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 95 | 14 |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 15.81 | 3.78 |
| Large Cap | 42.15 | - |
| Small Cap | 32.8 | 89.41 |
| Mid Cap | 9.25 | 6.81 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 13.62 | 3.78 |
| Energy | 3.05 | - |
| Basic Materials | 8.8 | 12.61 |
| Healthcare | 4.24 | 9.26 |
| Industrials | 7.65 | 21.35 |
| Financial Services | 29.06 | 21.82 |
| Consumer Cyclical | 11.94 | 14.43 |
| Real Estate | 2.34 | 2.46 |
| Technology | 10.43 | 7.53 |
| Communication Services | 6.87 | 6.75 |
| Utilities | 2 | - |
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