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Edelweiss Nifty Alpha Low Volatility 30 Index Fund vs WhiteOak Capital Special Opportunities Fund compare

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

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tortoise-icon Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (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) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹728 Cr ₹123 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 04 Jun 2024 21 May 2024
Category Other Themes Index
Fund Type Open Ended Open Ended
Benchmark BSE 500 Nifty Alpha Low Volatility 30
Turn Over % %
Expense Ratio 2.29 1.09
Manager Bhavesh Jain
ISIN Code INF03VN01894 INF754K01SO5
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 Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
1 Month 3.07% -0.48%
6 Month -0.47% -4.52%
1 Year 15.86% -5.53%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
6 Month 10.41% 4.78%
1 Year 15.42% -5.05%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
1 Year - -2.86%
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Name Bhavesh Jain
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 95 22
WhiteOak Capital Special Opportunities Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

Others 15.81 0.07
Large Cap 42.15 83.68
Small Cap 32.8 -
Mid Cap 9.25 16.25

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

Others 13.62 -0.06
Energy 3.05 -
Basic Materials 8.8 10.17
Healthcare 4.24 25.13
Industrials 7.65 8.85
Financial Services 29.06 9.65
Consumer Cyclical 11.94 11.04
Real Estate 2.34 -
Technology 10.43 13.59
Communication Services 6.87 7.43
Utilities 2 -
Consumer Defensive - 14.2

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