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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) | ₹1042 Cr | ₹11 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 | -1.37% | 0.49% |
| 6 Month | 11.53% | 4.58% |
| 1 Year | 10.88% | 8.35% |
| 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 | 8.83% | 2.09% |
| 1 Year | 16.93% | 8.71% |
| 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 | 14.93% | 8.76% |
| 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 | - | - |
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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 | 17.79 | 100 |
| Large Cap | 37.37 | - |
| Small Cap | 35.87 | - |
| Mid Cap | 8.97 | - |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) |
|---|---|---|
| Others | 8.75 | 100 |
| Energy | 2.09 | - |
| Basic Materials | 9.28 | - |
| Industrials | 13.5 | - |
| Financial Services | 27.22 | - |
| Real Estate | 2.72 | - |
| Consumer Cyclical | 11.66 | - |
| Technology | 10.58 | - |
| Healthcare | 3.69 | - |
| Communication Services | 10.51 | - |
| Utilities | 0 | - |
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