Tata Nifty Financial Services Index Fund vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
Tata Nifty Financial Services Index Fund-Reg (G)
Chart Comparison
| 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) | ₹0 Cr | ₹35 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹5000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 04 Jun 2024 | 26 Apr 2024 |
| Category | Other Themes | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY Financial Services TRI |
| Turn Over | % | % |
| Expense Ratio | 2.36 | 1.09 |
| Manager | Kapil Menon | |
| ISIN Code | INF03VN01894 | INF277KA1AX0 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 0.25%, if redeemed within 15 days./365 |
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| 1 Month | 3.84% | 0.99% |
| 6 Month | - | - |
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 2.44% |
| 3 Year | - | 2.44% |
| 5 Year | - | 2.44% |
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| 1 Year | 2.54% | 6.41% |
| 3 Year | 2.54% | 6.41% |
| 5 Year | 2.54% | 6.41% |
| 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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| 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 |
| Fund Manage | 95 | 5 |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Financial Services Index Fund-Reg (G) |
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Large Cap | - | 97.33 |
| Mid Cap | - | 2.12 |
| Small Cap | - | 0.44 |
| Others | - | 0.11 |
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Tata Nifty Financial Services Index Fund-Reg (G) |
|---|---|---|
| Financial | - | 94.66 |
| Insurance | - | 5.23 |
| Others | - | 0.11 |
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