Tata Nifty500 Multicap Infrastructure 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 Infrastructure 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 Infrastructure 50:30:20 Index Fund-Reg (G)
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹620 Cr ₹79 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 Infrastructure 50:30:20 TRI
Turn Over % %
Expense Ratio 2.32 1.11
Manager Kapil Menon
ISIN Code INF03VN01894 INF277KA1BP4
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 Infrastructure 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 Infrastructure 50:30:20 Index Fund-Reg (G)
1 Month 6.5% 3.13%
6 Month 13.42% -3.96%
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

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

Rolling Lumpsum Returns

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

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

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

Others 9.37 0.81
Large Cap 37.68 48.21
Small Cap 39.89 18.83
Mid Cap 13.06 32.15

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

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

Others 9.37 0.81
Petroleum Products 0.92 -
IT - Software 6 -
Pharmaceuticals & Biotechnology 6.49 -
Construction 0.39 14.44
Non - Ferrous Metals 1.41 -
Banks 11.33 -
Electrical Equipment 3.06 -
Transport Services 0.27 -
Healthcare Services 0.94 -
Realty 3.85 -
Industrial Products 2.32 -
Automobiles 3.51 -
Cement & Cement Products 0.87 -
Fertilizers & Agrochemicals 1.2 -
Consumer Durables 2.2 -
Finance 6.46 -
Insurance 1.12 -
Diversified Metals 1.23 -
Textiles & Apparels 0.87 -
Capital Markets 7.27 -
Telecom - Services 3.03 -
Financial Technology (Fintech) 2.72 -
Diversified FMCG 1 -
Chemicals & Petrochemicals 0.72 -
Retailing 7.09 -
Household Products 1.66 -
IT - Services 3.68 -
Commercial Services & Supplies 1.34 -
Power 4.45 -
Ferrous Metals 1.1 -
Auto Components 0.74 -
Industrial Manufacturing 1.39 -
Energy - 28.95
Materials - 10.22
Communication - 11.13
Healthcare - 6.46
Services - 9.53
Capital Goods - 10.01
Chemicals - 0.71
Automobile - 6.73
Technology - 0.28
Metals & Mining - 0.42
Textiles - 0.31

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