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Edelweiss Nifty Alpha Low Volatility 30 Index Fund vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Chart Comparison
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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