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) | ₹728 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 | 2.67% | 4.27% |
6 Month | -0.68% | -10.4% |
1 Year | - | -1.2% |
3 Year | - | 16.23% |
5 Year | - | 35% |
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 | 1.85% | -0.42% |
1 Year | - | -9.45% |
3 Year | - | 14.97% |
5 Year | - | 23.51% |
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 | - | 15.19% |
3 Year | - | 24.65% |
5 Year | - | 21.83% |
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 | - | 17.089% |
Sharp | - | 0.604% |
Beta | - | 0.806% |
Alpha | - | 0.237% |
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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 | 15.81 | 3.78 |
Large Cap | 42.15 | - |
Small Cap | 32.8 | 89.41 |
Mid Cap | 9.25 | 6.81 |
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 | 13.62 | 3.78 |
Energy | 3.05 | - |
Basic Materials | 8.8 | 12.61 |
Healthcare | 4.24 | 9.26 |
Industrials | 7.65 | 21.35 |
Financial Services | 29.06 | 21.82 |
Consumer Cyclical | 11.94 | 14.43 |
Real Estate | 2.34 | 2.46 |
Technology | 10.43 | 7.53 |
Communication Services | 6.87 | 6.75 |
Utilities | 2 | - |
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