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 | 0.08% | 2.23% |
| 6 Month | 2.43% | 3.04% |
| 1 Year | 7.36% | 7.77% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC Manufacturing Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.64% | 2.41% |
| 1 Year | 17.17% | 17.67% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC Manufacturing Fund - Regular (G) |
|---|---|---|
| 1 Year | 10.18% | 0.39% |
| 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 | 9.27 | 0.53 |
| Large Cap | 47.08 | 56.93 |
| Small Cap | 31.7 | 23.49 |
| Mid Cap | 11.95 | 19.05 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
HDFC Manufacturing Fund - Regular (G) |
|---|---|---|
| Others | 6.62 | 0.53 |
| Petroleum Products | 4.45 | 10.24 |
| IT - Software | 4.41 | - |
| Other Consumer Services | 0.14 | - |
| Insurance | 1.62 | - |
| Consumer Durables | 0.64 | 2.59 |
| Electrical Equipment | 2.89 | 4.98 |
| Banks | 19.61 | - |
| Realty | 2.65 | - |
| Chemicals & Petrochemicals | 2.83 | 1.49 |
| Aerospace & Defense | 4.34 | 4.76 |
| Leisure Services | 1.06 | - |
| Industrial Manufacturing | 2.57 | 3.98 |
| Transport Services | 0.54 | 0.68 |
| Automobiles | 4.78 | 18.89 |
| Cement & Cement Products | 0.71 | 3.75 |
| Capital Markets | 3.83 | - |
| Fertilizers & Agrochemicals | 1.56 | - |
| Finance | 9.53 | - |
| Industrial Products | 1.36 | 5.22 |
| Healthcare Services | 0.73 | - |
| Diversified Metals | 1.58 | 0.51 |
| Agricultural, Commercial & Construction Vehicles | 0.83 | 1.98 |
| Retailing | 4.27 | - |
| Telecom - Services | 5.31 | - |
| Beverages | 0.48 | - |
| Pharmaceuticals & Biotechnology | 3.6 | 16.07 |
| IT - Services | 0.33 | - |
| Auto Components | 1.69 | 8.98 |
| Commercial Services & Supplies | 1.35 | - |
| Transport Infrastructure | 1.8 | - |
| Ferrous Metals | 1 | 6.51 |
| Financial Technology (Fintech) | 0.89 | - |
| Personal Products | - | 2.95 |
| Non - Ferrous Metals | - | 2.42 |
| Construction | - | 0.75 |
| Gas | - | 0.79 |
| Diversified Fmcg | - | 0.43 |
| Textiles & Apparels | - | 1.19 |
| Paper, Forest & Jute Products | - | 0.31 |
Top Comparisons
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns23.54%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns18.75%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns23.47%
HSBC Business Cycles Fund - Regular Growth
3Y Returns20.62%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns11.85%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns13.33%
Nippon India Multi Asset Omni FOF - Regular Plan - Growth
3Y Returns20.58%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns15.13%