DSP Nifty Bank 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 DSP Nifty Bank Index Fund - Regular (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) 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) ₹620 Cr ₹43 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 04 Jun 2024 31 May 2024
Category Other Themes Index Fund
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY Bank TRI
Turn Over % %
Expense Ratio 2.32 0.87
Manager Anil Ghelani
ISIN Code INF03VN01894 INF740KA1UN8
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) DSP Nifty Bank Index Fund - Regular (G)
1 Month 6.73% 3.07%
6 Month 19.15% 6.64%
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 - -
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) DSP Nifty Bank Index Fund - Regular (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) 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 9.37 0.54000000000001
Large Cap 37.68 91.84
Small Cap 39.89 -
Mid Cap 13.06 7.62

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

DSP Nifty Bank Index Fund - Regular (G)

Others 9.37 0.54000000000001
Petroleum Products 0.92 -
IT - Software 6 -
Pharmaceuticals & Biotechnology 6.49 -
Construction 0.39 -
Non - Ferrous Metals 1.41 -
Banks 11.33 -
Electrical Equipment 3.06 -
Transport Services 0.27 -
Healthcare Services 0.94 -
Realty 3.85 -
Industrial Products 2.32 -
Automobiles 3.51 -
Cement & Cement Products 0.87 -
Fertilizers & Agrochemicals 1.2 -
Consumer Durables 2.2 -
Finance 6.46 -
Insurance 1.12 -
Diversified Metals 1.23 -
Textiles & Apparels 0.87 -
Capital Markets 7.27 -
Telecom - Services 3.03 -
Financial Technology (Fintech) 2.72 -
Diversified FMCG 1 -
Chemicals & Petrochemicals 0.72 -
Retailing 7.09 -
Household Products 1.66 -
IT - Services 3.68 -
Commercial Services & Supplies 1.34 -
Power 4.45 -
Ferrous Metals 1.1 -
Auto Components 0.74 -
Industrial Manufacturing 1.39 -
Financial - 99.46

Top Comparisons

Franklin India Dynamic Asset Allocation Fund of Funds-Growth Franklin India Dynamic Asset Allocation Fund of Funds-Growth

3Y Returns14.12%

VS

HDFC Asset Allocator Fund of Funds - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option

3Y Returns15.03%

Compare Now

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.35%

VS

Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION

3Y Returns6.32%

Compare Now

Invesco India Multicap Fund - Growth Option Invesco India Multicap Fund - Growth Option

3Y Returns20.23%

VS

DSP Multicap Fund - Regular (G) DSP Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

Nippon India Low Duration Fund- Growth Plan - Growth Option Nippon India Low Duration Fund- Growth Plan - Growth Option

3Y Returns6%

VS

Tata Treasury Advantage Fund - Regular Plan - Growth Option Tata Treasury Advantage Fund - Regular Plan - Growth Option

3Y Returns6.04%

Compare Now
Request call back
Add to Cart Successfully