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

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WhiteOak Capital Special Opportunities Fund-Reg (G)

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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)	₹1042 Cr	₹83 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

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
1 Month	-2.39%	-4.94%
6 Month	10.38%	5.48%
1 Year	9.74%	-8.38%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
6 Month	8.83%	5.89%
1 Year	16.93%	6.67%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
1 Year	14.93%	-0.13%
3 Year	-	-
5 Year	-	-

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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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)

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
Others	17.79	0.09
Large Cap	37.37	51.4
Small Cap	35.87	18.97
Mid Cap	8.97	29.54

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
Others	8.75	0.09
Energy	2.09	18.4
Basic Materials	9.28	5.38
Industrials	13.5	30.02
Financial Services	27.22	-
Real Estate	2.72	5.12
Consumer Cyclical	11.66	7.51
Technology	10.58	0.73
Healthcare	3.69	7.25
Communication Services	10.51	13.65
Utilities	0	11.85