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) | ₹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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