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Baroda BNP Paribas Retirement Fund vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
Baroda BNP Paribas Retirement Fund - Reg (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1361 Cr | ₹400 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 04 Jun 2024 | 31 May 2024 |
| Category | Other Themes | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | % | % |
| Expense Ratio | 2.29 | 2.27 |
| Manager | Pratish Krishnan | |
| ISIN Code | INF03VN01894 | INF251K01TH4 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| 1 Month | -3.07% | -0.67% |
| 6 Month | 2.84% | 3.92% |
| 1 Year | 2.06% | 2.81% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| 6 Month | 1.54% | 2.7% |
| 1 Year | 16.77% | 13.8% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| 1 Year | 12.43% | 4.84% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| Name | Pratish Krishnan | |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 95 | 5 |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| Others | 19.22 | 30.38 |
| Large Cap | 42 | 46.78 |
| Small Cap | 28.88 | 6.79 |
| Mid Cap | 9.9 | 16.05 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Baroda BNP Paribas Retirement Fund - Reg (G) |
|---|---|---|
| Others | 5.76 | 26.71 |
| Energy | 4.45 | 3.21 |
| Technology | 7.56 | 7.12 |
| Consumer Defensive | 0.14 | 2.94 |
| Financial Services | 34.48 | 23.52 |
| Basic Materials | 9.36 | 5.34 |
| Industrials | 13.42 | 10.66 |
| Real Estate | 2.65 | 1.04 |
| Consumer Cyclical | 10.9 | 9.94 |
| Healthcare | 4.33 | 6.27 |
| Communication Services | 6.95 | 2.18 |
| Utilities | - | 1.06 |
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