- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Nifty MidSmall Healthcare Index Fund vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
Tata Nifty MidSmall Healthcare Index Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1187 Cr | ₹157 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 04 Jun 2024 | 22 Apr 2024 |
| Category | Best SIP | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 100 Equal Weight TRI |
| Turn Over | % | % |
| Expense Ratio | 2.29 | 1.11 |
| Manager | Kapil Menon | |
| ISIN Code | INF03VN01894 | INF277KA1BD0 |
| 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 MidSmall Healthcare 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 MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| 1 Month | 2.65% | 0.98% |
| 6 Month | 11.39% | 7.65% |
| 1 Year | 10.58% | 2.29% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| 6 Month | 0.28% | 0.29% |
| 1 Year | 10.91% | 7.12% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| 1 Year | 12.43% | 18.07% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty MidSmall Healthcare 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 MidSmall Healthcare Index Fund-Reg (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| Others | 22.96 | 1.86 |
| Large Cap | 35.88 | - |
| Mid Cap | 7.96 | 57.52 |
| Small Cap | 33.19 | 40.62 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| Others | 10.75 | -0.08 |
| Energy | 1.98 | - |
| Consumer Defensive | 0.35 | - |
| Consumer Cyclical | 12.57 | - |
| Industrials | 16.69 | - |
| Healthcare | 5.67 | 100.08 |
| Financial Services | 22.12 | - |
| Real Estate | 3.07 | - |
| Basic Materials | 9.15 | - |
| Technology | 8.61 | - |
| Communication Services | 9.05 | - |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns22.96%
Quant Mid Cap Fund-Growth
3Y Returns16.98%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns8.05%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.61%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns16.54%
HSBC Small Cap Fund Regular Growth
3Y Returns19.66%
DSP Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns15.88%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns15.62%
