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WhiteOak Capital Special Opportunities Fund vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1361 Cr | ₹36 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 04 Jun 2024 | 03 Oct 2017 |
| Category | Other Themes | Short Duration |
| Fund Type | Open Ended | Close Ended |
| Benchmark | BSE 500 | NIFTY SMALLCAP 100 TRI |
| Turn Over | % | 11% |
| Expense Ratio | 2.29 | 1.42 |
| Manager | Dwijendra Srivastava | |
| ISIN Code | INF03VN01894 | INF903JA1AX5 |
| 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) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.25% | -2.01% |
| 6 Month | 4.15% | -0.93% |
| 1 Year | 3.51% | -4.27% |
| 3 Year | - | 18.26% |
| 5 Year | - | 27.11% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.54% | -1.72% |
| 1 Year | 16.77% | 9.9% |
| 3 Year | - | 12.37% |
| 5 Year | - | 17.47% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.43% | 8.69% |
| 3 Year | - | 23.24% |
| 5 Year | - | 24.92% |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 15.86% |
| Sharp | - | 0.75% |
| Beta | - | 0.75% |
| Alpha | - | 1.16% |
Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | |
| Total AUM | ₹0 Cr | ₹14140 Cr |
| Funds Managed | 95 | 14 |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 19.6 | 4.53 |
| Large Cap | 44.47 | - |
| Mid Cap | 8.77 | 6.62 |
| Small Cap | 27.17 | 88.85 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth |
|---|---|---|
| Others | 6.68 | 4.53 |
| Energy | 4.01 | - |
| Technology | 6.91 | 6.18 |
| Consumer Defensive | 0.28 | - |
| Consumer Cyclical | 9.45 | 15.02 |
| Financial Services | 32.45 | 23.38 |
| Industrials | 15.09 | 18.17 |
| Healthcare | 4.6 | 10.88 |
| Real Estate | 2.64 | 2.11 |
| Basic Materials | 9.59 | 11.74 |
| Communication Services | 8.31 | 7.98 |
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