WhiteOak Capital Special Opportunities Fund vs Baroda BNP Paribas Retirement Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
Baroda BNP Paribas Retirement Fund - Reg (G)
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
---|---|---|
Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1042 Cr | ₹390 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 04 Jun 2024 | 31 May 2024 |
Category | Other Themes | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | % | % |
Expense Ratio | 2.29 | 2.27 |
Manager | Pratish Krishnan | |
ISIN Code | INF03VN01894 | INF251K01TH4 |
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) | Baroda BNP Paribas Retirement Fund - Reg (G) |
---|---|---|
1 Month | -1.15% | -1.29% |
6 Month | 13.06% | 6.54% |
1 Year | 11.15% | 3.56% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
---|---|---|
6 Month | 8.83% | 4.62% |
1 Year | 16.93% | 7.11% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
---|---|---|
1 Year | - | - |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
---|---|---|
Name | Pratish Krishnan | |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 95 | 5 |
WhiteOak Capital Special Opportunities Fund-Reg (G) | Baroda BNP Paribas Retirement Fund - Reg (G) |
Market Cap
Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Baroda BNP Paribas Retirement Fund - Reg (G) |
---|---|---|
Others | 17.79 | 28.97 |
Large Cap | 37.37 | 46.86 |
Small Cap | 35.87 | 9.83 |
Mid Cap | 8.97 | 14.35 |
Sector Allocation
Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Baroda BNP Paribas Retirement Fund - Reg (G) |
---|---|---|
Others | 8.75 | 27.34 |
Energy | 2.09 | 3.5 |
Basic Materials | 9.28 | 6.19 |
Industrials | 13.5 | 9.65 |
Financial Services | 27.22 | 23.37 |
Real Estate | 2.72 | - |
Consumer Cyclical | 11.66 | 7.56 |
Technology | 10.58 | 6.31 |
Healthcare | 3.69 | 6.48 |
Communication Services | 10.51 | 2.84 |
Utilities | 0 | 1.12 |
Consumer Defensive | - | 5.64 |
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