- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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) | ₹1093 Cr | ₹161 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 | -0.2% | -0.91% |
| 6 Month | 17.49% | 15.23% |
| 1 Year | 11.71% | 11.52% |
| 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 | 6.13% | 7.06% |
| 1 Year | 13.12% | 14.09% |
| 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 | 14.93% | 19.46% |
| 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 | 20.01 | -0.01 |
| Large Cap | 36.11 | - |
| Small Cap | 35.5 | 34.52 |
| Mid Cap | 8.38 | 65.49 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Tata Nifty MidSmall Healthcare Index Fund-Reg (G) |
|---|---|---|
| Others | 7.96 | -0.01 |
| Energy | 1.45 | - |
| Industrials | 14.68 | - |
| Financial Services | 26.37 | - |
| Real Estate | 2.89 | - |
| Basic Materials | 10.29 | - |
| Consumer Cyclical | 12.35 | - |
| Technology | 10.03 | - |
| Healthcare | 4.22 | 100.01 |
| Communication Services | 9.77 | - |
Top Comparisons
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns17.58%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
3Y Returns0%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns17.38%
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
3Y Returns15.61%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.68%
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns17.02%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns18.68%
