Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan vs WhiteOak Capital Special Opportunities Fund compare

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WhiteOak Capital Special Opportunities Fund-Reg (G)

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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

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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)	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)	₹1361 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	Short Duration
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

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	0.53%	2.83%
6 Month	2.46%	-0.87%
1 Year	5.88%	2.46%
3 Year	-	20.75%
5 Year	-	26.19%

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	2.64%	0.38%
1 Year	17.17%	11.98%
3 Year	-	12.33%
5 Year	-	17.32%

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	12.43%	8.22%
3 Year	-	23.11%
5 Year	-	25.08%

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	-	15.63%
Sharp	-	0.83%
Beta	-	0.74%
Alpha	-	1.81%

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

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	9.27	4.39
Large Cap	47.08	-
Small Cap	31.7	86.88
Mid Cap	11.95	8.71

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	6.62	4.39
Petroleum Products	4.45	-
IT - Software	4.41	5.21
Other Consumer Services	0.14	-
Insurance	1.62	-
Consumer Durables	0.64	10.09
Electrical Equipment	2.89	-
Banks	19.61	11.96
Realty	2.65	1.87
Chemicals & Petrochemicals	2.83	2.24
Aerospace & Defense	4.34	2.37
Leisure Services	1.06	5.16
Industrial Manufacturing	2.57	-
Transport Services	0.54	-
Automobiles	4.78	-
Cement & Cement Products	0.71	3.32
Capital Markets	3.83	4.45
Fertilizers & Agrochemicals	1.56	1
Finance	9.53	8.7
Industrial Products	1.36	13.86
Healthcare Services	0.73	6.53
Diversified Metals	1.58	-
Agricultural, Commercial & Construction Vehicles	0.83	-
Retailing	4.27	-
Telecom - Services	5.31	-
Beverages	0.48	-
Pharmaceuticals & Biotechnology	3.6	4.39
IT - Services	0.33	6.31
Auto Components	1.69	0.42
Commercial Services & Supplies	1.35	2.18
Transport Infrastructure	1.8	-
Ferrous Metals	1	-
Financial Technology (Fintech)	0.89	-
Entertainment	-	2.21
Construction	-	2.47
Textiles & Apparels	-	0.85