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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) ₹1042 Cr ₹158 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 -1.38% -2.88%
6 Month 12.85% 2.3%
1 Year 11.15% -10.97%
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 8.83% 2.33%
1 Year 16.93% -5.22%
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 17.79 3.98
Large Cap 37.37 78.5
Small Cap 35.87 -
Mid Cap 8.97 17.52

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

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

Others 8.75 0.5
Energy 2.09 -
Basic Materials 9.28 12.58
Industrials 13.5 0
Financial Services 27.22 32.09
Real Estate 2.72 -
Consumer Cyclical 11.66 7.22
Technology 10.58 11.92
Healthcare 3.69 20.73
Communication Services 10.51 3.94
Utilities 0 -
Consumer Defensive - 11.02

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