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)	₹1187 Cr	₹150 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	2.65%	2.37%
6 Month	11.39%	2.17%
1 Year	10.58%	-6.23%
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	0.18%	-0.94%
1 Year	10.98%	-0.03%
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	12.43%	-8.33%
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	22.96	3.75
Large Cap	35.88	78.75
Mid Cap	7.96	17.5
Small Cap	33.19	-

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
Others	10.75	-0.15
Energy	1.98	-
Consumer Defensive	0.35	11.33
Consumer Cyclical	12.57	8.1
Industrials	16.69	-
Healthcare	5.67	21.06
Financial Services	22.12	32.32
Real Estate	3.07	-
Basic Materials	9.15	12.89
Technology	8.61	10.56
Communication Services	9.05	3.89