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

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

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tortoise-icon DSP 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) DSP Nifty Bank Index Fund - Regular (G)
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) DSP Nifty Bank Index Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹0 Cr ₹30 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 04 Jun 2024 31 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 0.9
Manager Anil Ghelani
ISIN Code INF03VN01894 INF740KA1UN8
Exits Load Exit load of 1%, if redeemed within 1 month./365 /365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) DSP Nifty Bank Index Fund - Regular (G)
1 Month 3.84% -0.17%
6 Month - -
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) DSP 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) DSP Nifty Bank Index Fund - Regular (G)
1 Year 2.54% 3.72%
3 Year 2.54% 3.72%
5 Year 2.54% 3.72%

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) DSP 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) DSP Nifty Bank Index Fund - Regular (G)
Name Anil Ghelani
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 95 5
WhiteOak Capital Special Opportunities Fund-Reg (G) DSP Nifty Bank Index Fund - Regular (G)

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

DSP Nifty Bank Index Fund - Regular (G)

Others - 0.54000000000001
Large Cap - 91.84
Mid Cap - 7.62

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

DSP Nifty Bank Index Fund - Regular (G)

Others - 0.54000000000001
Financial - 99.46

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