Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund vs WhiteOak Capital Special Opportunities Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Special Opportunities Fund-Reg (G)

Invest Now

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

Invest Now

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) ₹728 Cr ₹76 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 Type Open Ended Open Ended
Benchmark BSE 500 Nifty500 Multicap Infrastructure 50:30:20 TRI
Turn Over % %
Expense Ratio 2.29 1.1
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 4.09% 3.64%
6 Month 0.92% -3.99%
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 0.43% 1.23%
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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 15.81 -0.02
Large Cap 42.15 53.81
Small Cap 32.8 17.64
Mid Cap 9.25 28.57

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

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

Others 13.62 -0.02
Energy 3.05 18.49
Basic Materials 8.8 7.65
Healthcare 4.24 6.53
Industrials 7.65 30.81
Financial Services 29.06 -
Consumer Cyclical 11.94 8.41
Real Estate 2.34 4.13
Technology 10.43 0.91
Communication Services 6.87 12.7
Utilities 2 10.38

Top Comparisons

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns7.52%

VS

DSP World Energy Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth

3Y Returns-0.14%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns16.84%

VS

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns21.45%

Compare Now

HSBC Global Equity Climate Change Fund of Fund - Regular - Growth HSBC Global Equity Climate Change Fund of Fund - Regular - Growth

3Y Returns1.52%

VS

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

3Y Returns14.22%

Compare Now

ICICI Prudential Asset Allocator Fund (FOF) - Growth ICICI Prudential Asset Allocator Fund (FOF) - Growth

3Y Returns13.3%

VS

HSBC Multi Asset Active FOF  - Growth HSBC Multi Asset Active FOF - Growth

3Y Returns12.33%

Compare Now
Add to Cart Successfully