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PGIM India Retirement Fund vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
PGIM India Retirement Fund - Regular (G)
Chart Comparison
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) | ₹1042 Cr | ₹90 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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.15% | -0.73% |
| 6 Month | 13.06% | 11.33% |
| 1 Year | 11.15% | 6.56% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| 6 Month | 8.83% | 7.71% |
| 1 Year | 16.93% | 13.22% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| 1 Year | - | 12.69% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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) |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Others | 17.79 | 6.44 |
| Large Cap | 37.37 | 39.04 |
| Small Cap | 35.87 | 26.09 |
| Mid Cap | 8.97 | 28.43 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Others | 8.75 | 4.86 |
| Energy | 2.09 | 4.65 |
| Basic Materials | 9.28 | 10.44 |
| Industrials | 13.5 | 16.42 |
| Financial Services | 27.22 | 22.4 |
| Real Estate | 2.72 | 1.33 |
| Consumer Cyclical | 11.66 | 9.48 |
| Technology | 10.58 | 5.94 |
| Healthcare | 3.69 | 11.08 |
| Communication Services | 10.51 | 5.15 |
| Utilities | 0 | 1.33 |
| Consumer Defensive | - | 6.94 |
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