PGIM India Retirement Fund vs WhiteOak Capital Special Opportunities Fund compare

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WhiteOak Capital Special Opportunities Fund-Reg (G)

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PGIM India Retirement Fund - Regular (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)	PGIM India Retirement Fund - Regular (G)
Fund	WhiteOak Capital Special Opportunities Fund-Reg (G)	PGIM India Retirement Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1361 Cr	₹97 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹500	₹1000
Launch Date	04 Jun 2024	09 Apr 2024
Category	Other Themes	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	BSE 500
Turn Over	%	%
Expense Ratio	2.29	2.31
Manager		Vinay Paharia
ISIN Code	INF03VN01894	INF663L01Y46
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

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	PGIM India Retirement Fund - Regular (G)
1 Month	0.08%	-
6 Month	2.43%	-2.29%
1 Year	7.36%	2.14%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	PGIM India Retirement Fund - Regular (G)
6 Month	2.64%	-0.84%
1 Year	17.17%	6.26%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	PGIM India Retirement Fund - Regular (G)
1 Year	10.18%	6.1%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	PGIM India Retirement Fund - Regular (G)
Standard Deviation	-	-
Sharp	-	-
Beta	-	-
Alpha	-	-

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	PGIM India Retirement Fund - Regular (G)
Name		Vinay Paharia
Total AUM	₹0 Cr	₹0 Cr
Funds Managed	95	10
	WhiteOak Capital Special Opportunities Fund-Reg (G)	PGIM India Retirement Fund - Regular (G)

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	PGIM India Retirement Fund - Regular (G)
Others	9.27	3.75
Large Cap	47.08	42.35
Small Cap	31.7	27.15
Mid Cap	11.95	26.75

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	PGIM India Retirement Fund - Regular (G)
Others	6.62	3.75
Petroleum Products	4.45	4.49
IT - Software	4.41	3.64
Other Consumer Services	0.14	0.81
Insurance	1.62	2.14
Consumer Durables	0.64	6.36
Electrical Equipment	2.89	1.39
Banks	19.61	10.61
Realty	2.65	1.25
Chemicals & Petrochemicals	2.83	5.19
Aerospace & Defense	4.34	1.6
Leisure Services	1.06	0.46
Industrial Manufacturing	2.57	-
Transport Services	0.54	2.98
Automobiles	4.78	0.97
Cement & Cement Products	0.71	2.1
Capital Markets	3.83	4.65
Fertilizers & Agrochemicals	1.56	2.46
Finance	9.53	2.76
Industrial Products	1.36	2.47
Healthcare Services	0.73	4.04
Diversified Metals	1.58	-
Agricultural, Commercial & Construction Vehicles	0.83	-
Retailing	4.27	4.52
Telecom - Services	5.31	3.72
Beverages	0.48	2.18
Pharmaceuticals & Biotechnology	3.6	8.36
IT - Services	0.33	1.92
Auto Components	1.69	4.47
Commercial Services & Supplies	1.35	1.46
Transport Infrastructure	1.8	0.89
Ferrous Metals	1	-
Financial Technology (Fintech)	0.89	1.02
Food Products	-	2.9
Construction	-	0.9
Household Products	-	0.89
Personal Products	-	0.84
Power	-	1.17
Textiles & Apparels	-	0.64