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UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹1275 Cr | ₹2 Cr | ₹2 Cr |
| Min Investment | ₹500 | ₹10000 | ₹10000 |
| Min SIP Invesment | ₹100 | ₹0 | ₹0 |
| Min Addl Investment | ₹500 | ₹1000 | ₹1000 |
| Launch Date | 04 Jun 2024 | 07 Aug 2008 | 07 Aug 2008 |
| Category | Other Themes | FMP | FMP |
| Fund Type | Open Ended | Close Ended | Close Ended |
| Benchmark | BSE 500 | CRISIL Liquid TRI | CRISIL Liquid TRI |
| Turn Over | % | % | % |
| Expense Ratio | 2.29 | 0.14 | 0.14 |
| Manager | |||
| ISIN Code | INF03VN01894 | INF789F01GW9 | INF789F01GW9 |
| 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 | UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365 | UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Month | 0.51% | 0.43% | 0.43% |
| 6 Month | 4.99% | 2.93% | 2.93% |
| 1 Year | 5.59% | 6.3% | 6.3% |
| 3 Year | - | 6.03% | 6.03% |
| 5 Year | - | 4.73% | 4.73% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 6 Month | 2.93% | - | - |
| 1 Year | 18.26% | 0.54% | 0.54% |
| 3 Year | - | 3.72% | 3.72% |
| 5 Year | - | 4.33% | 4.33% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| 1 Year | 12.43% | 6.87% | 6.87% |
| 3 Year | - | 7.27% | 7.27% |
| 5 Year | - | 7.57% | 7.57% |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Standard Deviation | - | 0.32% | 0.32% |
| Sharp | - | -5.131% | -5.131% |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Name | |||
| Total AUM | ₹0 Cr | ₹0 Cr | ₹0 Cr |
| Funds Managed | 95 | 95 | 95 |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH | UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | 19.6 | 100 | 100 |
| Large Cap | 44.47 | - | - |
| Mid Cap | 8.77 | - | - |
| Small Cap | 27.17 | - | - |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH |
|---|---|---|---|
| Others | 6.68 | 100 | 100 |
| Energy | 4.01 | - | - |
| Technology | 6.91 | - | - |
| Consumer Defensive | 0.28 | - | - |
| Consumer Cyclical | 9.45 | - | - |
| Financial Services | 32.45 | - | - |
| Industrials | 15.09 | - | - |
| Healthcare | 4.6 | - | - |
| Real Estate | 2.64 | - | - |
| Basic Materials | 9.59 | - | - |
| Communication Services | 8.31 | - | - |
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