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NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN 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 NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN

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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) NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
Investment Plan Growth Growth
Level of Risk Very High Low
Asset Size (Cr) ₹1042 Cr ₹3 Cr
Min Investment ₹500 ₹200000
Min SIP Invesment ₹100 ₹0
Min Addl Investment ₹500 ₹200000
Launch Date 04 Jun 2024 30 Apr 2007
Category Other Themes FMP
Fund Type Open Ended Close Ended
Benchmark BSE 500 CRISIL Short-Term Bond Index
Turn Over % %
Expense Ratio 2.29 0.17
Manager
ISIN Code INF03VN01894 INF204K01DZ9
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) NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
1 Month -1.37% 0.43%
6 Month 11.53% 3.17%
1 Year 10.88% 6.81%
3 Year - 6.66%
5 Year - 5.58%

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
6 Month 8.83% 1.48%
1 Year 16.93% 6.46%
3 Year - 6.8%
5 Year - 6.25%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
1 Year 14.93% 7.26%
3 Year - 7.39%
5 Year - 7.88%

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
Standard Deviation - 0.29%
Sharp - -0.32%
Beta - 0.17%
Alpha - -0.24%

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Fund Managers

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
Name
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 95 95
WhiteOak Capital Special Opportunities Fund-Reg (G) NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN

Others 17.79 100
Large Cap 37.37 -
Small Cap 35.87 -
Mid Cap 8.97 -

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN

Others 8.75 100
Energy 2.09 -
Basic Materials 9.28 -
Industrials 13.5 -
Financial Services 27.22 -
Real Estate 2.72 -
Consumer Cyclical 11.66 -
Technology 10.58 -
Healthcare 3.69 -
Communication Services 10.51 -
Utilities 0 -

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