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WhiteOak Capital Special Opportunities Fund vs DSP Nifty Bank Index Fund compare

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tortoise-icon WhiteOak Capital Special Opportunities Fund-Reg (G)

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tortoise-icon DSP Nifty Bank Index Fund - Regular (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) DSP Nifty Bank Index Fund - Regular (G)
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) DSP Nifty Bank Index Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1132 Cr ₹52 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 04 Jun 2024 31 May 2024
Category Other Themes Index
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY Bank TRI
Turn Over % %
Expense Ratio 2.29 0.85
Manager Anil Ghelani
ISIN Code INF03VN01894 INF740KA1UN8
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) DSP Nifty Bank Index Fund - Regular (G)
1 Month 2.67% 0.22%
6 Month 20.02% 15.2%
1 Year 5.54% 6.22%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) DSP Nifty Bank Index Fund - Regular (G)
6 Month 5.04% 0.12%
1 Year 17.03% 10.76%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) DSP Nifty Bank Index Fund - Regular (G)
1 Year 14.93% 8.87%
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) DSP Nifty Bank Index Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

Fund Managers

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) DSP Nifty Bank Index Fund - Regular (G)
Name Anil Ghelani
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 95 5
WhiteOak Capital Special Opportunities Fund-Reg (G) DSP Nifty Bank Index Fund - Regular (G)

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

DSP Nifty Bank Index Fund - Regular (G)

Others 19.03 0.22
Large Cap 36.87 84.88
Mid Cap 8.26 14.9
Small Cap 35.83 -

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

DSP Nifty Bank Index Fund - Regular (G)

Others 7.59 0.22
Energy 2.04 -
Consumer Cyclical 14.29 -
Industrials 14.69 -
Financial Services 23.98 99.78
Real Estate 2.79 -
Basic Materials 9.95 -
Technology 10.5 -
Healthcare 4.63 -
Communication Services 9.54 -

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