- 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 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) | ₹1132 Cr | ₹78 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 | 2.67% | 4.6% |
| 6 Month | 20.02% | 14.68% |
| 1 Year | 5.54% | -15.12% |
| 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 | 5.04% | -2.94% |
| 1 Year | 17.03% | -8.27% |
| 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 | 14.93% | -10.92% |
| 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 | 19.03 | -0.03 |
| Large Cap | 36.87 | 38.19 |
| Mid Cap | 8.26 | 48.5 |
| Small Cap | 35.83 | 13.33 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Tata Nifty Realty Index Fund - Regular (G) |
|---|---|---|
| Others | 7.59 | -0.03 |
| Energy | 2.04 | - |
| Consumer Cyclical | 14.29 | - |
| Industrials | 14.69 | 0.95 |
| Financial Services | 23.98 | - |
| Real Estate | 2.79 | 99.08 |
| Basic Materials | 9.95 | - |
| Technology | 10.5 | - |
| Healthcare | 4.63 | - |
| Communication Services | 9.54 | - |
Top Comparisons
Bandhan Value Fund - Regular Plan - Growth
3Y Returns17.54%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns18.71%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns21.12%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns15.58%
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
SBI Focused Fund - Regular Plan -Growth
3Y Returns15.37%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
