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

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WhiteOak Capital Special Opportunities Fund-Reg (G)

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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

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	-	-

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	-	-

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	-	-

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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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)

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

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