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)	₹1132 Cr	₹151 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	2.13%	2.77%
6 Month	20.4%	12.18%
1 Year	5.17%	-11.85%
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	5.04%	2.36%
1 Year	17.03%	2.3%
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	14.93%	-4.03%
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	-	-

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	20.01	3.59
Large Cap	36.11	78.75
Small Cap	35.5	-
Mid Cap	8.38	17.65

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Others	7.96	0.23
Energy	1.45	-
Industrials	14.68	-
Financial Services	26.37	31.73
Real Estate	2.89	-
Basic Materials	10.29	12.68
Consumer Cyclical	12.35	7.83
Technology	10.03	10.86
Healthcare	4.22	21.72
Communication Services	9.77	3.88
Consumer Defensive	-	11.08