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KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH vs WhiteOak Capital Special Opportunities Fund compare

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tortoise-icon WhiteOak Capital Special Opportunities Fund-Reg (G)

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tortoise-icon KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

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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) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
Investment Plan Growth Growth
Level of Risk Very High Low to Moderate
Asset Size (Cr) ₹1187 Cr ₹102 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 04 Jun 2024 28 Mar 2024
Category Other Themes Index
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 100 Equal Weight TRI
Turn Over % %
Expense Ratio 2.29 0.23
Manager
ISIN Code INF03VN01894 INF174KA1RI9
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) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
1 Month -0.43% 0.48%
6 Month 11.55% 3.6%
1 Year 7.04% 7.36%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
6 Month 2.04% 0.25%
1 Year 15.28% 3.32%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
1 Year 12.43% 7.33%
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

Fund Managers

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
Name
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 95 95
WhiteOak Capital Special Opportunities Fund-Reg (G) KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

Others 22.96 100
Large Cap 35.88 -
Mid Cap 7.96 -
Small Cap 33.19 -

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

Others 10.75 100
Energy 1.98 -
Consumer Defensive 0.35 -
Consumer Cyclical 12.57 -
Industrials 16.69 -
Healthcare 5.67 -
Financial Services 22.12 -
Real Estate 3.07 -
Basic Materials 9.15 -
Technology 8.61 -
Communication Services 9.05 -

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