- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital Special Opportunities Fund vs NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
| Investment Plan | Growth | IDCW | IDCW | IDCW |
| Level of Risk | Very High | Low | Low | Low |
| Asset Size (Cr) | ₹728 Cr | ₹31 Cr | ₹31 Cr | ₹31 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹0 | ₹0 | ₹200000 |
| Min Addl Investment | ₹500 | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 04 Jun 2024 | 07 May 2007 | 07 May 2007 | 07 May 2007 |
| Category | Other Themes | FMP | FMP | FMP |
| Fund Type | Open Ended | Close Ended | Close Ended | Close Ended |
| Benchmark | BSE 500 | CRISIL Liquid Debt Index | CRISIL Liquid Debt Index | CRISIL Liquid Debt Index |
| Turn Over | % | % | % | % |
| Expense Ratio | 2.29 | 0.34 | 0.34 | 0.34 |
| Manager | ||||
| ISIN Code | INF03VN01894 | INF204K01DP0 | INF204K01DP0 | INF204K01DP0 |
| 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 | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| 1 Month | 3.86% | 0.55% | 0.55% | 0.55% |
| 6 Month | -1.94% | 3.28% | 3.28% | 3.28% |
| 1 Year | - | 6.93% | 6.93% | 6.93% |
| 3 Year | - | 6.82% | 6.82% | 6.82% |
| 5 Year | - | 3.99% | 3.99% | 3.99% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| 6 Month | 0.43% | 1.56% | 1.56% | 1.56% |
| 1 Year | - | 6.65% | 6.65% | 6.65% |
| 3 Year | - | 7.02% | 7.02% | 7.02% |
| 5 Year | - | 5.99% | 5.99% | 5.99% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| 1 Year | - | 0.01% | 0.01% | 0.01% |
| 3 Year | - | 0.01% | 0.01% | 0.01% |
| 5 Year | - | 0.05% | 0.05% | 0.05% |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| Standard Deviation | - | 0.326% | 0.326% | 0.326% |
| Sharp | - | 1.635% | 1.635% | 1.635% |
| Beta | - | - | - | - |
| Alpha | - | - | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| Name | ||||
| Total AUM | ₹0 Cr | ₹0 Cr | ₹0 Cr | |
| Funds Managed | 95 | 95 | 95 | |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| Others | 15.81 | 100 | 100 | 100 |
| Large Cap | 42.15 | - | - | - |
| Small Cap | 32.8 | - | - | - |
| Mid Cap | 9.25 | - | - | - |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| Others | 13.62 | 100 | 100 | 100 |
| Energy | 3.05 | - | - | - |
| Basic Materials | 8.8 | - | - | - |
| Healthcare | 4.24 | - | - | - |
| Industrials | 7.65 | - | - | - |
| Financial Services | 29.06 | - | - | - |
| Consumer Cyclical | 11.94 | - | - | - |
| Real Estate | 2.34 | - | - | - |
| Technology | 10.43 | - | - | - |
| Communication Services | 6.87 | - | - | - |
| Utilities | 2 | - | - | - |
Top Comparisons
SBI Floating Rate Debt Fund - Regular Plan - Growth
3Y Returns7.39%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.25%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
3Y Returns0%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns19.35%
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
3Y Returns11.04%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns20.58%
Quant Mid Cap Fund-Growth
3Y Returns17.76%
