Tata Nifty Realty Index Fund 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 Tata Nifty Realty Index Fund - Regular (G)

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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) Tata Nifty Realty Index Fund - Regular (G)
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty Realty Index Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹0 Cr ₹40 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 04 Jun 2024 26 Apr 2024
Category Other Themes Index Fund
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY Realty TRI
Turn Over % %
Expense Ratio 2.36 1.09
Manager Kapil Menon
ISIN Code INF03VN01894 INF277KA1AL5
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 0.25%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty Realty Index Fund - Regular (G)
1 Month 3.84% -3.51%
6 Month - -
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty Realty Index Fund - Regular (G)
6 Month - -
1 Year - 7.7%
3 Year - 7.7%
5 Year - 7.7%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty Realty Index Fund - Regular (G)
1 Year - -
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty Realty Index Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty Realty Index Fund - Regular (G)
Name Kapil Menon
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 95 5
WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty Realty Index Fund - Regular (G)

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

Tata Nifty Realty Index Fund - Regular (G)

Others - 0.56
Mid Cap - 46.35
Large Cap - 39.86
Small Cap - 13.23

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

Tata Nifty Realty Index Fund - Regular (G)

Others - 0.56
Construction - 99.44

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