NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH vs WhiteOak Capital Special Opportunities Fund compare

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WhiteOak Capital Special Opportunities Fund-Reg (G)

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NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

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NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

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NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

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NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

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NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

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NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

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NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

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NIPPON INDIA MONTHLY INTERVAL FUND SERIES I 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)	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
Fund	WhiteOak Capital Special Opportunities Fund-Reg (G)	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
Investment Plan	Growth	Growth	Growth	Growth	Growth	Growth	Growth	Growth	Growth
Level of Risk	Very High	Low	Average	Low	Low	Low	Low	Low	Low
Asset Size (Cr)	₹1132 Cr	₹2 Cr	₹2 Cr	₹2 Cr	₹2 Cr	₹2 Cr	₹2 Cr	₹2 Cr	₹2 Cr
Min Investment	₹500	₹5000	₹5000	₹5000	₹5000	₹5000	₹5000	₹5000	₹5000
Min SIP Invesment	₹100	₹200000	₹5000	₹200000	₹0	₹0	₹200000	₹200000	₹0
Min Addl Investment	₹500	₹1000	₹1000	₹1000	₹1000	₹1000	₹1000	₹1000	₹1000
Launch Date	04 Jun 2024	15 Mar 2007	15 Apr 2025	15 Mar 2007	15 Mar 2007	15 Mar 2007	15 Mar 2007	15 Mar 2007	15 Mar 2007
Category	Other Themes	FMP	FMP	FMP	FMP	FMP	FMP	FMP	FMP
Fund Type	Open Ended	Close Ended	Open Ended	Close Ended	Close Ended	Close Ended	Close Ended	Close Ended	Close Ended
Benchmark	BSE 500			CRISIL Liquid TRI	CRISIL Liquid TRI	CRISIL Liquid TRI	CRISIL Liquid TRI	CRISIL Liquid TRI	CRISIL Liquid TRI
Turn Over	%	%	%	%	%	%	%	%	%
Expense Ratio	2.29	0.13	0.13	0.13	0.13	0.13	0.13	0.13	0.13
Manager
ISIN Code	INF03VN01894	INF204K01CV0	INF204K01CV0	INF204K01CV0	INF204K01CV0	INF204K01CV0	INF204K01CV0	INF204K01CV0	INF204K01CV0
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	/365	Data not available./365	Data not available./365	Data not available./365	Data not available./365	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
1 Month	2.1%	0.45%	0.45%	0.45%	0.45%	0.45%	0.45%	0.45%	0.45%
6 Month	18.92%	2.72%	2.72%	2.72%	2.72%	2.72%	2.72%	2.72%	2.72%
1 Year	5.09%	5.58%	5.58%	5.58%	5.58%	5.58%	5.58%	5.58%	5.58%
3 Year	-	5.92%	5.92%	5.92%	5.92%	5.92%	5.92%	5.92%	5.92%
5 Year	-	4.78%	4.78%	4.78%	4.78%	4.78%	4.78%	4.78%	4.78%

SIP Return Analysis

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
6 Month	5.04%	-	-	-	-	-	-	-	-
1 Year	17.03%	2.04%	2.04%	2.04%	2.04%	2.04%	2.04%	2.04%	2.04%
3 Year	-	4.38%	4.38%	4.38%	4.38%	4.38%	4.38%	4.38%	4.38%
5 Year	-	4.71%	4.71%	4.71%	4.71%	4.71%	4.71%	4.71%	4.71%

Rolling Lumpsum Returns

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
1 Year	14.93%	6.84%	6.84%	6.84%	6.84%	6.84%	6.84%	6.84%	6.84%
3 Year	-	6.86%	6.86%	6.86%	6.86%	6.86%	6.86%	6.86%	6.86%
5 Year	-	7.48%	7.48%	7.48%	7.48%	7.48%	7.48%	7.48%	7.48%

Risk Management

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
Standard Deviation	-	0.41%	0.41%	0.41%	0.41%	0.41%	0.41%	0.41%	0.41%
Sharp	-	-0.62%	-0.62%	-0.62%	-0.62%	-0.62%	-0.62%	-0.62%	-0.62%
Beta	-	0.57%	0.57%	0.57%	0.57%	0.57%	0.57%	0.57%	0.57%
Alpha	-	0.89%	0.89%	0.89%	0.89%	0.89%	0.89%	0.89%	0.89%

Fund Managers

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

Market Cap

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
Others	20.01	100	100	100	100	100	100	100	100
Large Cap	36.11	-	-	-	-	-	-	-	-
Small Cap	35.5	-	-	-	-	-	-	-	-
Mid Cap	8.38	-	-	-	-	-	-	-	-

Sector Allocation

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH	NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
Others	7.96	100	100	100	100	100	100	100	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	-	-	-	-	-	-	-	-