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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) | ₹1132 Cr | ₹37 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% | 3.73% |
| 6 Month | 20.02% | 25.35% |
| 1 Year | 5.54% | -2.22% |
| 3 Year | - | 19.23% |
| 5 Year | - | 31.36% |
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 | 5.04% | 5.87% |
| 1 Year | 17.03% | 14.86% |
| 3 Year | - | 17.27% |
| 5 Year | - | 21.9% |
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 | 14.93% | 10.71% |
| 3 Year | - | 24.04% |
| 5 Year | - | 23.32% |
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 | - | 15.72% |
| Sharp | - | 0.72% |
| Beta | - | 0.76% |
| Alpha | - | -0.54% |
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 | 19.03 | 5.08 |
| Large Cap | 36.87 | - |
| Mid Cap | 8.26 | 7.35 |
| Small Cap | 35.83 | 87.57 |
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 | 7.59 | 5.08 |
| Energy | 2.04 | - |
| Consumer Cyclical | 14.29 | 16.09 |
| Industrials | 14.69 | 19.34 |
| Financial Services | 23.98 | 21.42 |
| Real Estate | 2.79 | 1.94 |
| Basic Materials | 9.95 | 11.61 |
| Technology | 10.5 | 5.91 |
| Healthcare | 4.63 | 10.64 |
| Communication Services | 9.54 | 7.98 |
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