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Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF 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 Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

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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) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1132 Cr ₹235 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 04 Jun 2024 31 May 2024
Category Other Themes Domestic Equity FoF
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100
Turn Over % %
Expense Ratio 2.29 0.74
Manager Ekta Gala
ISIN Code INF03VN01894 INF769K01LK6
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 Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF Fund of Fund - Regular Plan - Growth charges 0.05% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
1 Month 2.1% 3.14%
6 Month 18.92% 18.08%
1 Year 5.09% -10.36%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
6 Month 5.04% 2.09%
1 Year 17.03% 3.7%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
1 Year 14.93% -5.06%
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

Fund Managers

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
Name Ekta Gala
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 95 4
WhiteOak Capital Special Opportunities Fund-Reg (G) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

Others 20.01 100
Large Cap 36.11 -
Small Cap 35.5 -
Mid Cap 8.38 -

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

Others 7.96 100
Energy 1.45 -
Industrials 14.68 -
Financial Services 26.37 -
Real Estate 2.89 -
Basic Materials 10.29 -
Consumer Cyclical 12.35 -
Technology 10.03 -
Healthcare 4.22 -
Communication Services 9.77 -

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