WhiteOak Capital Special Opportunities Fund vs DSP Nifty Bank Index Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
DSP Nifty Bank Index Fund - Regular (G)
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹728 Cr | ₹44 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 |
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 | -5.64% | 0.68% |
6 Month | -3.39% | -1.76% |
1 Year | - | - |
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 | - | - |
1 Year | - | - |
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 | - | - |
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 | - | - |
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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 |
Fund Manage | 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 | 9.37 | 0.54000000000001 |
Large Cap | 37.68 | 91.84 |
Small Cap | 39.89 | - |
Mid Cap | 13.06 | 7.62 |
Sector Allocation
Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
DSP Nifty Bank Index Fund - Regular (G) |
---|---|---|
Others | 9.37 | 0.54000000000001 |
Petroleum Products | 0.92 | - |
IT - Software | 6 | - |
Pharmaceuticals & Biotechnology | 6.49 | - |
Construction | 0.39 | - |
Non - Ferrous Metals | 1.41 | - |
Banks | 11.33 | - |
Electrical Equipment | 3.06 | - |
Transport Services | 0.27 | - |
Healthcare Services | 0.94 | - |
Realty | 3.85 | - |
Industrial Products | 2.32 | - |
Automobiles | 3.51 | - |
Cement & Cement Products | 0.87 | - |
Fertilizers & Agrochemicals | 1.2 | - |
Consumer Durables | 2.2 | - |
Finance | 6.46 | - |
Insurance | 1.12 | - |
Diversified Metals | 1.23 | - |
Textiles & Apparels | 0.87 | - |
Capital Markets | 7.27 | - |
Telecom - Services | 3.03 | - |
Financial Technology (Fintech) | 2.72 | - |
Diversified FMCG | 1 | - |
Chemicals & Petrochemicals | 0.72 | - |
Retailing | 7.09 | - |
Household Products | 1.66 | - |
IT - Services | 3.68 | - |
Commercial Services & Supplies | 1.34 | - |
Power | 4.45 | - |
Ferrous Metals | 1.1 | - |
Auto Components | 0.74 | - |
Industrial Manufacturing | 1.39 | - |
Financial | - | 99.46 |
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