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Tata Nifty Financial Services Index Fund vs WhiteOak Capital Special Opportunities Fund compare

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tortoise-icon WhiteOak Capital Special Opportunities Fund-Reg (G)

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tortoise-icon Tata Nifty Financial Services Index Fund-Reg (G)

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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) Tata Nifty Financial Services Index Fund-Reg (G)
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹728 Cr ₹80 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 04 Jun 2024 22 Apr 2024
Category Other Themes Index
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY Financial Services TRI
Turn Over % %
Expense Ratio 2.29 1.04
Manager Kapil Menon
ISIN Code INF03VN01894 INF277KA1AX0
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 Tata Nifty Financial Services Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
1 Month 2.67% 3.92%
6 Month -0.68% 7.71%
1 Year - 18.75%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
6 Month 1.85% 9.89%
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
1 Year - -
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)
Name Kapil Menon
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 95 5
WhiteOak Capital Special Opportunities Fund-Reg (G) Tata Nifty Financial Services Index Fund-Reg (G)

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

Tata Nifty Financial Services Index Fund-Reg (G)

Others 15.81 2.06
Large Cap 42.15 93.06
Small Cap 32.8 0.8
Mid Cap 9.25 4.08

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

Tata Nifty Financial Services Index Fund-Reg (G)

Others 13.62 -0.03
Energy 3.05 -
Basic Materials 8.8 -
Healthcare 4.24 -
Industrials 7.65 -
Financial Services 29.06 100.03
Consumer Cyclical 11.94 -
Real Estate 2.34 -
Technology 10.43 -
Communication Services 6.87 -
Utilities 2 -

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