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Tata Nifty Realty Index Fund vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
Tata Nifty Realty Index Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Realty Index Fund - Regular (G) |
|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Realty Index Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1404 Cr | ₹48 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 Realty TRI |
| Turn Over | % | % |
| Expense Ratio | 2.29 | 1.1 |
| Manager | Kapil Menon | |
| ISIN Code | INF03VN01894 | INF277KA1AL5 |
| 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 Realty 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 Realty Index Fund - Regular (G) |
|---|---|---|
| 1 Month | -3.91% | -11.69% |
| 6 Month | -2.64% | -21.54% |
| 1 Year | 11.47% | -10.26% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Realty Index Fund - Regular (G) |
|---|---|---|
| 6 Month | -0.3% | -6.59% |
| 1 Year | 10.73% | -11.3% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Realty Index Fund - Regular (G) |
|---|---|---|
| 1 Year | 10.25% | -12.84% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Realty Index Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Realty Index Fund - Regular (G) |
|---|---|---|
| Name | Kapil Menon | |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 95 | 5 |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty Realty Index Fund - Regular (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Tata Nifty Realty Index Fund - Regular (G) |
|---|---|---|
| Others | 21.83 | -0.12 |
| Large Cap | 39.18 | 34.19 |
| Small Cap | 29.31 | 14.6 |
| Mid Cap | 9.68 | 51.34 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Tata Nifty Realty Index Fund - Regular (G) |
|---|---|---|
| Others | 6.9 | -0.12 |
| 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 | 100.12 |
| Consumer Cyclical | 10.5 | - |
| Healthcare | 6.27 | - |
| Communication Services | 7.13 | - |
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