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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) | ₹1187 Cr | ₹687 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 | 0.12% | 2.47% |
| 6 Month | 13.64% | 14.3% |
| 1 Year | 4.76% | -16.27% |
| 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 | 2.04% | 1.55% |
| 1 Year | 15.28% | 4.83% |
| 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 | 12.43% | -12.74% |
| 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 | - | - |
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 | 19.03 | 7.81 |
| Large Cap | 36.87 | 57.76 |
| Mid Cap | 8.26 | 34.43 |
| Small Cap | 35.83 | - |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) |
|---|---|---|
| Others | 7.59 | 0.1 |
| Energy | 2.04 | - |
| Consumer Cyclical | 14.29 | 7.12 |
| Industrials | 14.69 | 14.56 |
| Financial Services | 23.98 | 49.01 |
| Real Estate | 2.79 | - |
| Basic Materials | 9.95 | 4.51 |
| Technology | 10.5 | 9.8 |
| Healthcare | 4.63 | 8.4 |
| Communication Services | 9.54 | 5.07 |
| Consumer Defensive | - | 1.43 |
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