- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital Special Opportunities Fund vs NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
| Investment Plan | Growth | Dividend | Dividend | |
| Level of Risk | Very High | Low | Low | Low |
| Asset Size (Cr) | ₹1132 Cr | ₹14 Cr | ₹14 Cr | ₹14 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹0 | ₹0 | ₹200000 |
| Min Addl Investment | ₹500 | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 04 Jun 2024 | 07 May 2007 | 07 May 2007 | 07 Aug 2025 |
| Category | Other Themes | FMP | FMP | FMP |
| Fund Type | Open Ended | Close Ended | Close Ended | Open Ended |
| Benchmark | BSE 500 | CRISIL Liquid Debt Index | CRISIL Liquid Debt Index | CRISIL Liquid Debt Index |
| Turn Over | % | % | % | % |
| Expense Ratio | 2.29 | 0.34 | 0.34 | 0.34 |
| Manager | ||||
| ISIN Code | INF03VN01894 | INF204K01DP0 | INF204K01DP0 | INF204K01DP0 |
| 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 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| 1 Month | 2.1% | 0.46% | 0.46% | 0.46% |
| 6 Month | 18.92% | 3.01% | 3.01% | 3.01% |
| 1 Year | 5.09% | 6.45% | 6.45% | 6.45% |
| 3 Year | - | 6.93% | 6.93% | 6.93% |
| 5 Year | - | 4.89% | 4.89% | 4.89% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| 6 Month | 5.04% | 1.41% | 1.41% | 1.41% |
| 1 Year | 17.03% | 6.06% | 6.06% | 6.06% |
| 3 Year | - | 6.76% | 6.76% | 6.76% |
| 5 Year | - | 6.22% | 6.22% | 6.22% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| 1 Year | 14.93% | 0.03% | 0.03% | 0.03% |
| 3 Year | - | 0.02% | 0.02% | 0.02% |
| 5 Year | - | 0.06% | 0.06% | 0.06% |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| Standard Deviation | - | 0.21% | 0.21% | 0.21% |
| Sharp | - | 1.32% | 1.32% | 1.32% |
| Beta | - | - | - | - |
| Alpha | - | - | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| Name | ||||
| Total AUM | ₹0 Cr | ₹0 Cr | ₹0 Cr | |
| Funds Managed | 95 | 95 | 95 | |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT | NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| Others | 20.01 | 100 | 100 | 100 |
| Large Cap | 36.11 | - | - | - |
| Small Cap | 35.5 | - | - | - |
| Mid Cap | 8.38 | - | - | - |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT |
|---|---|---|---|---|
| Others | 7.96 | 100 | 100 | 100 |
| Energy | 1.45 | - | - | - |
| Industrials | 14.68 | - | - | - |
| Financial Services | 26.37 | - | - | - |
| Real Estate | 2.89 | - | - | - |
| Basic Materials | 10.29 | - | - | - |
| Consumer Cyclical | 12.35 | - | - | - |
| Technology | 10.03 | - | - | - |
| Healthcare | 4.22 | - | - | - |
| Communication Services | 9.77 | - | - | - |
Top Comparisons
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns9.91%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns9.44%
Aditya Birla Sun Life Gold Fund-Growth
3Y Returns27.42%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns27.43%
HDFC Corporate Bond Fund - Growth Option
3Y Returns7.57%
Invesco India Corporate Bond Fund - Growth
3Y Returns7.35%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns20.27%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns20.31%
