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PGIM India Retirement Fund 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 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) ₹728 Cr ₹73 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 2.67% 4.1%
6 Month -0.68% -1.13%
1 Year - 10.75%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) PGIM India Retirement Fund - Regular (G)
6 Month 1.85% 2.29%
1 Year - 1.7%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) PGIM India Retirement Fund - Regular (G)
1 Year - -
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 15.81 4.21
Large Cap 42.15 42.58
Small Cap 32.8 26.47
Mid Cap 9.25 26.75

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

PGIM India Retirement Fund - Regular (G)

Others 13.62 4.21
Energy 3.05 3.86
Basic Materials 8.8 11.04
Healthcare 4.24 11.56
Industrials 7.65 16.17
Financial Services 29.06 20.86
Consumer Cyclical 11.94 10.65
Real Estate 2.34 0.5
Technology 10.43 9.48
Communication Services 6.87 4.7
Utilities 2 1.59
Consumer Defensive - 5.38

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