WhiteOak Capital Special Opportunities Fund vs AXIS Nifty Bank Index Fund compare

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

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tortoise-icon AXIS Nifty Bank Index Fund - Regular (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) AXIS Nifty Bank Index Fund - Regular (G)
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹0 Cr ₹119 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹0
Min Addl Investment ₹500 ₹100
Launch Date 04 Jun 2024 24 May 2024
Category Other Themes Banking & Financial
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY Bank TRI
Turn Over % %
Expense Ratio 2.36 1
Manager Karthik Kumar
ISIN Code INF03VN01894 INF846K012W4
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 0.25%, if redeemed within 7 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
1 Month 3.84% -0.16%
6 Month - -
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
1 Year 2.54% 3.93%
3 Year 2.54% 3.93%
5 Year 2.54% 3.93%

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)
Name Karthik Kumar
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 95 9
WhiteOak Capital Special Opportunities Fund-Reg (G) AXIS Nifty Bank Index Fund - Regular (G)

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

AXIS Nifty Bank Index Fund - Regular (G)

Others - -0.1
Large Cap - 92.48
Mid Cap - 7.63

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

AXIS Nifty Bank Index Fund - Regular (G)

Others - -0.1
Financial - 100.11

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