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) ₹0 Cr ₹64 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 Nifty500 Multicap Infrastructure 50:30:20 TRI
Turn Over % %
Expense Ratio 2.36 1.09
Manager Kapil Menon
ISIN Code INF03VN01894 INF277KA1BP4
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 Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
1 Month -4.75% -8.28%
6 Month - -0.6%
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 - -

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
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 - 0.81
Large Cap - 48.21
Small Cap - 18.83
Mid Cap - 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 - 0.81
Energy - 28.95
Materials - 10.22
Communication - 11.13
Construction - 14.44
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

Top Comparisons

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns6.06%

VS

Sundaram Corporate Bond Fund Regular Plan- Growth Sundaram Corporate Bond Fund Regular Plan- Growth

3Y Returns5.78%

Compare Now

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns15.53%

VS

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns15.76%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns6.44%

VS

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns6.02%

Compare Now

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.41%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.41%

Compare Now
Request call back
Add to Cart Successfully