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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹944 Cr | ₹36 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 04 Jun 2024 | 03 Oct 2017 |
| Category | Other Themes | ELSS |
| Fund Type | Open Ended | Close Ended |
| Benchmark | BSE 500 | NIFTY SMALLCAP 100 TRI |
| Turn Over | % | 11% |
| Expense Ratio | 2.29 | 1.42 |
| Manager | Dwijendra Srivastava | |
| ISIN Code | INF03VN01894 | INF903JA1AX5 |
| 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) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.73% | 5.64% |
| 6 Month | 3.34% | 3.37% |
| 1 Year | 14.51% | 3.57% |
| 3 Year | - | 26.68% |
| 5 Year | - | 35.93% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 6 Month | 12.94% | 15.99% |
| 1 Year | 21.7% | 18.93% |
| 3 Year | - | 20.97% |
| 5 Year | - | 25.53% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Year | - | 12.13% |
| 3 Year | - | 23.88% |
| 5 Year | - | 22.95% |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 16.33% |
| Sharp | - | 1.13% |
| Beta | - | 0.78% |
| Alpha | - | 0.84% |
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Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 95 | 14 |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 17.29 | 4.12 |
| Large Cap | 38.55 | - |
| Small Cap | 34.97 | 89.33 |
| Mid Cap | 9.2 | 6.54 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 7.89 | 4.12 |
| Energy | 2.18 | - |
| Basic Materials | 8.69 | 10.47 |
| Industrials | 14.19 | 19.13 |
| Financial Services | 26.54 | 26.74 |
| Real Estate | 2.9 | 2.27 |
| Healthcare | 4.66 | 10.06 |
| Consumer Cyclical | 10.73 | 14.69 |
| Technology | 10.9 | 5.38 |
| Communication Services | 9.83 | 7.12 |
| Utilities | 1.48 | - |
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