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Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund vs WhiteOak Capital Special Opportunities Fund compare

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tortoise-icon WhiteOak Capital Special Opportunities Fund-Reg (G)

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tortoise-icon Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹728 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 6.88% 6.63%
6 Month 5.87% 4.98%
1 Year - 5.35%
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 5.96% 7.59%
1 Year - 3.86%
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 - -
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 - -

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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 15.81 -0.02
Large Cap 42.15 53.81
Small Cap 32.8 17.64
Mid Cap 9.25 28.57

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)

Others 13.62 -0.02
Energy 3.05 18.49
Basic Materials 8.8 7.65
Healthcare 4.24 6.53
Industrials 7.65 30.81
Financial Services 29.06 -
Consumer Cyclical 11.94 8.41
Real Estate 2.34 4.13
Technology 10.43 0.91
Communication Services 6.87 12.7
Utilities 2 10.38

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