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Tata Nifty Financial Services Index Fund vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
Tata Nifty Financial Services Index Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹728 Cr | ₹80 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 04 Jun 2024 | 22 Apr 2024 |
| Category | Other Themes | Index Fund |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY Financial Services TRI |
| Turn Over | % | % |
| Expense Ratio | 2.29 | 1.04 |
| Manager | Kapil Menon | |
| ISIN Code | INF03VN01894 | INF277KA1AX0 |
| 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 | Tata Nifty Financial Services Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| 1 Month | -2.47% | 0.45% |
| 6 Month | -10.16% | -2.33% |
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| 6 Month | -8.99% | -2.86% |
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Name | Kapil Menon | |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Fund Manage | 95 | 5 |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Others | 15.80598 | 2.05588 |
| Large Cap | 42.14502 | 93.06039 |
| Small Cap | 32.79566 | 0.80028 |
| Mid Cap | 9.25333 | 4.08343 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Others | 13.62023 | -0.02768 |
| Energy | 3.05278 | - |
| Basic Materials | 8.80155 | - |
| Healthcare | 4.24059 | - |
| Industrials | 7.65066 | - |
| Financial Services | 29.06218 | 100.02766 |
| Consumer Cyclical | 11.93528 | - |
| Real Estate | 2.3416 | - |
| Technology | 10.42766 | - |
| Communication Services | 6.87178 | - |
| Utilities | 1.99568 | - |
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