- 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
WhiteOak Capital Special Opportunities Fund vs Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low to Moderate |
| Asset Size (Cr) | ₹1187 Cr | ₹12 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 04 Jun 2024 | 06 Jun 2024 |
| Category | Other Themes | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | CRISIL IBX Gilt Index - June 2027 |
| Turn Over | % | % |
| Expense Ratio | 2.29 | 0.5 |
| Manager | ||
| ISIN Code | INF03VN01894 | INF209KC1050 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
|---|---|---|
| 1 Month | 2.65% | 0.39% |
| 6 Month | 11.39% | 3.16% |
| 1 Year | 10.58% | 7.83% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
|---|---|---|
| 6 Month | 0.18% | 0.91% |
| 1 Year | 10.98% | 6.18% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
|---|---|---|
| 1 Year | 12.43% | 8.38% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
|---|---|---|
| Name | ||
| Total AUM | ₹0 Cr | |
| Funds Managed | 95 | |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
|---|---|---|
| Others | 22.96 | 100 |
| Large Cap | 35.88 | - |
| Mid Cap | 7.96 | - |
| Small Cap | 33.19 | - |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
|---|---|---|
| Others | 10.75 | 100 |
| Energy | 1.98 | - |
| Consumer Defensive | 0.35 | - |
| Consumer Cyclical | 12.57 | - |
| Industrials | 16.69 | - |
| Healthcare | 5.67 | - |
| Financial Services | 22.12 | - |
| Real Estate | 3.07 | - |
| Basic Materials | 9.15 | - |
| Technology | 8.61 | - |
| Communication Services | 9.05 | - |
Top Comparisons
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns16.8%
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns13.42%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns22.46%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns25.45%
Tata Quant Fund-Regular Plan-Growth
3Y Returns%
ICICI Prudential Value Fund - Growth
3Y Returns21.29%
Axis Value Fund - Regular Plan - Growth
3Y Returns22.94%
