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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 Very High Very High
Asset Size (Cr) ₹728 Cr ₹115 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 Nifty500 Multicap India Manufacturing 50:30:20 TRI
Turn Over % %
Expense Ratio 2.29 1.11
Manager Kapil Menon
ISIN Code INF03VN01894 INF277KA1BJ7
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 Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
1 Month 6% 6.2%
6 Month -10.18% -15.65%
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 -4.18% -4.88%
1 Year - -
3 Year - -
5 Year - -

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 - -
3 Year - -
5 Year - -

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
Funds Managed 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)

Others 15.81 -0.08
Large Cap 42.15 55.34
Small Cap 32.8 16.34
Mid Cap 9.25 28.4

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

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

Others 13.62 -0.08
Energy 3.05 12.74
Basic Materials 8.8 17.59
Healthcare 4.24 19.86
Industrials 7.65 16.49
Financial Services 29.06 -
Consumer Cyclical 11.94 30.65
Real Estate 2.34 -
Technology 10.43 2.75
Communication Services 6.87 -
Utilities 2 -

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