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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) ₹944 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 3.73% 2.68%
6 Month 3.34% 11.9%
1 Year 14.51% 7.16%
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 12.94% 10.54%
1 Year 21.7% 22.51%
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
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 17.29 0.09
Large Cap 38.55 83.31
Small Cap 34.97 -
Mid Cap 9.2 16.6

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

DSP Nifty Bank Index Fund - Regular (G)

Others 7.89 0.09
Energy 2.18 -
Basic Materials 8.69 -
Industrials 14.19 -
Financial Services 26.54 99.91
Real Estate 2.9 -
Healthcare 4.66 -
Consumer Cyclical 10.73 -
Technology 10.9 -
Communication Services 9.83 -
Utilities 1.48 -

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