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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) | ₹1187 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 | 2.65% | 3% |
| 6 Month | 11.39% | 14.95% |
| 1 Year | 10.58% | 1.78% |
| 3 Year | - | 19.53% |
| 5 Year | - | 32.17% |
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 | 0.18% | -0.04% |
| 1 Year | 10.98% | 10.15% |
| 3 Year | - | 13.71% |
| 5 Year | - | 19.01% |
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 | 12.43% | 9.86% |
| 3 Year | - | 23.72% |
| 5 Year | - | 24.09% |
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 | - | 15.78% |
| Sharp | - | 0.80% |
| Beta | - | 0.75% |
| Alpha | - | 0.27% |
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 | 22.96 | 4.74 |
| Large Cap | 35.88 | - |
| Mid Cap | 7.96 | 7.18 |
| Small Cap | 33.19 | 88.08 |
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 | 10.75 | 4.74 |
| Energy | 1.98 | - |
| Consumer Defensive | 0.35 | - |
| Consumer Cyclical | 12.57 | 15.36 |
| Industrials | 16.69 | 19.24 |
| Healthcare | 5.67 | 10.73 |
| Financial Services | 22.12 | 22.63 |
| Real Estate | 3.07 | 1.88 |
| Basic Materials | 9.15 | 11.23 |
| Technology | 8.61 | 6.2 |
| Communication Services | 9.05 | 7.99 |
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