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	-2.46%	-4.5%
6 Month	2.92%	-2.56%
1 Year	2.43%	-4.63%
3 Year	-	17.7%
5 Year	-	25.96%

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	1.54%	-1.72%
1 Year	16.77%	9.9%
3 Year	-	12.37%
5 Year	-	17.47%

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%	8.41%
3 Year	-	23.19%
5 Year	-	25.01%

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	-	15.86%
Sharp	-	0.75%
Beta	-	0.75%
Alpha	-	1.16%

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	19.22	4.39
Large Cap	42	-
Small Cap	28.88	88.98
Mid Cap	9.9	6.63

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	5.76	4.39
Energy	4.45	-
Technology	7.56	6.62
Consumer Defensive	0.14	-
Financial Services	34.48	22.32
Basic Materials	9.36	10.79
Industrials	13.42	21.01
Real Estate	2.65	1.87
Consumer Cyclical	10.9	14.97
Healthcare	4.33	10.92
Communication Services	6.95	7.11