HDFC Manufacturing Fund vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
HDFC Manufacturing Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC Manufacturing Fund - Regular (G) |
|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC Manufacturing Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1361 Cr | ₹11363 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 04 Jun 2024 | 16 May 2024 |
| Category | Other Themes | Manufacturing |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY India Manufacturing |
| Turn Over | % | % |
| Expense Ratio | 2.29 | 1.68 |
| Manager | Rakesh Sethia | |
| ISIN Code | INF03VN01894 | INF179KC1IF7 |
| 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 | HDFC Manufacturing Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC Manufacturing Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.24% | 0.1% |
| 6 Month | 1.42% | 3.71% |
| 1 Year | 5.61% | 6.68% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC Manufacturing Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.93% | 0.51% |
| 1 Year | 15.1% | 12.29% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC Manufacturing Fund - Regular (G) |
|---|---|---|
| 1 Year | 12.43% | -0.78% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC Manufacturing Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC Manufacturing Fund - Regular (G) |
|---|---|---|
| Name | Rakesh Sethia | |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 95 | 1 |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC Manufacturing Fund - Regular (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
HDFC Manufacturing Fund - Regular (G) |
|---|---|---|
| Others | 19.22 | 8.26 |
| Large Cap | 42 | 57.44 |
| Small Cap | 28.88 | 19.02 |
| Mid Cap | 9.9 | 15.28 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
HDFC Manufacturing Fund - Regular (G) |
|---|---|---|
| Others | 5.76 | 0.54 |
| Energy | 4.45 | 10.23 |
| Technology | 7.56 | 3.93 |
| Consumer Defensive | 0.14 | 2.95 |
| Financial Services | 34.48 | - |
| Basic Materials | 9.36 | 16.16 |
| Industrials | 13.42 | 17.52 |
| Real Estate | 2.65 | - |
| Consumer Cyclical | 10.9 | 31.13 |
| Healthcare | 4.33 | 16.06 |
| Communication Services | 6.95 | - |
| Utilities | - | 1.48 |
Top Comparisons
Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option
3Y Returns21.57%
Nippon India Japan Equity Fund- Growth Plan- Growth Option
3Y Returns15.82%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns22.51%
Tata Silver Exchange Traded Fund
3Y Returns0%
Kotak Gold Fund Growth
3Y Returns32.28%
HDFC Gold ETF Fund of Fund - Growth Option
3Y Returns32.52%
Invesco India ELSS Tax Saver Fund - Growth
3Y Returns16.91%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns19.95%