Tata Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹0 Cr ₹ Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹5000
Min Addl Investment ₹500 ₹1000
Launch Date 05 Jun 2024 30 Apr 2024
Category Other Themes Manufacturing
Fund Type Open Ended Open Ended
Benchmark S&P BSE 500 TRI Nifty500 Multicap India Manufacturing 50:30:20 Index (TRI)
Turn Over % %
Expense Ratio
Manager Kapil Menon
ISIN Code INF03VN01894 INF277KA1BJ7
Exits Load /365 /365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
1 Month 10.54% 9.64%
6 Month - -
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
6 Month - -
1 Year - 4.21%
3 Year - 4.21%
5 Year - 4.21%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
1 Year 2.54% 6%
3 Year 2.54% 6%
5 Year 2.54% 6%

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)

Large Cap - 47.5
Mid Cap - 32.27
Small Cap - 20.03
Others - 0.2

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)

Energy - 10.34
Automobile - 26.44
Healthcare - 19.72
Metals & Mining - 12.39
Capital Goods - 14.62
Consumer Discretionary - 4.5
Chemicals - 7.17
Materials - 2.08
Textiles - 1.43
Others - 0.2
Consumer Staples - 0.62
Communication - 0.49

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