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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) | ₹1404 Cr | ₹159 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 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 | -3.03% | -3.57% |
| 6 Month | -1.31% | -6.85% |
| 1 Year | 7.45% | 0.35% |
| 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 | -0.3% | -2.18% |
| 1 Year | 10.73% | 3.73% |
| 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 | 10.25% | 6.39% |
| 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 | 21.83 | 1.83 |
| Large Cap | 39.18 | - |
| Small Cap | 29.31 | 40.39 |
| Mid Cap | 9.68 | 57.77 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| Others | 6.9 | -0.03 |
| Energy | 5.79 | - |
| Technology | 5.94 | - |
| Consumer Defensive | 0.07 | - |
| Financial Services | 34.73 | - |
| Basic Materials | 8.27 | - |
| Industrials | 11.43 | - |
| Real Estate | 2.98 | - |
| Consumer Cyclical | 10.5 | - |
| Healthcare | 6.27 | 100.03 |
| Communication Services | 7.13 | - |
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