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Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1187 Cr | ₹76 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 | Nifty500 Multicap Infrastructure 50:30:20 TRI |
| Turn Over | % | % |
| Expense Ratio | 2.29 | 1.1 |
| Manager | Kapil Menon | |
| ISIN Code | INF03VN01894 | INF277KA1BP4 |
| 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 Infrastructure 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 Infrastructure 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| 1 Month | 2.65% | 5.12% |
| 6 Month | 11.39% | 8.59% |
| 1 Year | 10.58% | 4.04% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| 6 Month | 0.18% | -0.83% |
| 1 Year | 10.98% | 5.93% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| 1 Year | 12.43% | -2.17% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Tata Nifty500 Multicap Infrastructure 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 Infrastructure 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 Infrastructure 50:30:20 Index Fund-Reg (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Others | 22.96 | 0 |
| Large Cap | 35.88 | 50.64 |
| Mid Cap | 7.96 | 30.75 |
| Small Cap | 33.19 | 18.61 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) |
|---|---|---|
| Others | 10.75 | 0 |
| Energy | 1.98 | 17.42 |
| Consumer Defensive | 0.35 | - |
| Consumer Cyclical | 12.57 | 7.83 |
| Industrials | 16.69 | 32.71 |
| Healthcare | 5.67 | 7.2 |
| Financial Services | 22.12 | - |
| Real Estate | 3.07 | 4.71 |
| Basic Materials | 9.15 | 5.32 |
| Technology | 8.61 | 1.53 |
| Communication Services | 9.05 | 12.21 |
| Utilities | - | 11.07 |
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