- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC NIFTY200 Momentum 30 Index Fund vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹728 Cr | ₹705 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 04 Jun 2024 | 28 Feb 2024 |
| Category | Other Themes | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | Nifty 200 Momentum 30 TRI |
| Turn Over | % | % |
| Expense Ratio | 2.29 | 0.89 |
| Manager | Nirman Morakhia | |
| ISIN Code | INF03VN01894 | INF179KC1IB6 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| 1 Month | 2.67% | 3.9% |
| 6 Month | -0.68% | -15.85% |
| 1 Year | - | -10.4% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.85% | -4.59% |
| 1 Year | - | -24.59% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| Name | Nirman Morakhia | |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 95 | 17 |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| Others | 15.81 | -0.21 |
| Large Cap | 42.15 | 65.1 |
| Small Cap | 32.8 | - |
| Mid Cap | 9.25 | 35.11 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| Others | 13.62 | -0.21 |
| Energy | 3.05 | 1.01 |
| Basic Materials | 8.8 | 2.76 |
| Healthcare | 4.24 | 13.95 |
| Industrials | 7.65 | 6.65 |
| Financial Services | 29.06 | 8.83 |
| Consumer Cyclical | 11.94 | 24.27 |
| Real Estate | 2.34 | - |
| Technology | 10.43 | 31.34 |
| Communication Services | 6.87 | 9.24 |
| Utilities | 2 | - |
| Consumer Defensive | - | 2.16 |
Top Comparisons
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns14.72%
LIC MF Nifty 50 Index Fund-Growth
3Y Returns12.55%
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
3Y Returns13.03%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
3Y Returns14.53%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns17.98%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns14.96%
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
3Y Returns18.02%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns13.52%
