- 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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1187 Cr | ₹123 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 | Nifty500 Multicap India Manufacturing 50:30:20 TRI |
| Turn Over | % | % |
| Expense Ratio | 2.29 | 1.11 |
| Manager | Kapil Menon | |
| ISIN Code | INF03VN01894 | INF277KA1BJ7 |
| 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 Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| 1 Month | 2.65% | 2.99% |
| 6 Month | 11.39% | 11.98% |
| 1 Year | 10.58% | 6.41% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| 6 Month | 0.28% | 2.35% |
| 1 Year | 10.91% | 13.22% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| 1 Year | 12.43% | 0.09% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty500 Multicap India Manufacturing 50:30:20 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 Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Others | 22.96 | 0.13 |
| Large Cap | 35.88 | 55.45 |
| Mid Cap | 7.96 | 25.67 |
| Small Cap | 33.19 | 18.75 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Others | 10.75 | 0.13 |
| Energy | 1.98 | 11.94 |
| Consumer Defensive | 0.35 | - |
| Consumer Cyclical | 12.57 | 27.88 |
| Industrials | 16.69 | 20.8 |
| Healthcare | 5.67 | 20.04 |
| Financial Services | 22.12 | - |
| Real Estate | 3.07 | - |
| Basic Materials | 9.15 | 15.59 |
| Technology | 8.61 | 3.62 |
| Communication Services | 9.05 | - |
Top Comparisons
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.67%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns11.28%
Kotak Arbitrage Fund - Growth
3Y Returns7.2%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.88%
Nippon India Small Cap Fund Regular Growth
3Y Returns22.87%
HSBC Small Cap Fund Regular Growth
3Y Returns19.66%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns10.25%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns10.02%
