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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) | ₹1132 Cr | ₹91 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 | 2.1% | 2.61% |
| 6 Month | 18.92% | 17.74% |
| 1 Year | 5.09% | 2.18% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| 6 Month | 5.04% | 4.2% |
| 1 Year | 17.03% | 14.15% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| 1 Year | 14.93% | 10.52% |
| 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 | - | - |
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 | 20.01 | 5.53 |
| Large Cap | 36.11 | 37.53 |
| Small Cap | 35.5 | 28.29 |
| Mid Cap | 8.38 | 28.65 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
PGIM India Retirement Fund - Regular (G) |
|---|---|---|
| Others | 7.96 | 2.97 |
| Energy | 1.45 | 4.25 |
| Industrials | 14.68 | 15.91 |
| Financial Services | 26.37 | 22.23 |
| Real Estate | 2.89 | 1.29 |
| Basic Materials | 10.29 | 10.76 |
| Consumer Cyclical | 12.35 | 10.97 |
| Technology | 10.03 | 5.51 |
| Healthcare | 4.22 | 13.14 |
| Communication Services | 9.77 | 4.95 |
| Consumer Defensive | - | 6.75 |
| Utilities | - | 1.26 |
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