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WhiteOak Capital Special Opportunities Fund vs UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH compare

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

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tortoise-icon UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

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tortoise-icon UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

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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) UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Investment Plan Growth Growth Growth
Level of Risk Very High Low to Moderate Low to Moderate
Asset Size (Cr) ₹1042 Cr ₹2 Cr ₹2 Cr
Min Investment ₹500 ₹10000 ₹10000
Min SIP Invesment ₹100 ₹0 ₹0
Min Addl Investment ₹500 ₹1000 ₹1000
Launch Date 04 Jun 2024 07 Aug 2008 07 Aug 2008
Category Other Themes FMP FMP
Fund Type Open Ended Close Ended Close Ended
Benchmark BSE 500 CRISIL Liquid TRI CRISIL Liquid TRI
Turn Over % % %
Expense Ratio 2.29 0.14 0.14
Manager
ISIN Code INF03VN01894 INF789F01GW9 INF789F01GW9
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 UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365 UTI Quarterly Interval Fund - II - Growth charges 1.0% of sell value;. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
1 Month -1.15% 0.43% 0.43%
6 Month 13.06% 2.93% 2.93%
1 Year 11.15% 6.3% 6.3%
3 Year - 6.03% 6.03%
5 Year - 4.73% 4.73%

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
6 Month 8.83% 0.2% 0.2%
1 Year 16.93% 2.68% 2.68%
3 Year - 5.02% 5.02%
5 Year - 5.01% 5.01%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
1 Year - 6.85% 6.85%
3 Year - 7.25% 7.25%
5 Year - 7.52% 7.52%

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Standard Deviation - 0.32% 0.32%
Sharp - -5.131% -5.131%
Beta - - -
Alpha - - -

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Fund Managers

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
Name
Total AUM ₹0 Cr ₹0 Cr ₹0 Cr
Funds Managed 95 95 95
WhiteOak Capital Special Opportunities Fund-Reg (G) UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

Others 17.79 100 100
Large Cap 37.37 - -
Small Cap 35.87 - -
Mid Cap 8.97 - -

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

Others 8.75 100 100
Energy 2.09 - -
Basic Materials 9.28 - -
Industrials 13.5 - -
Financial Services 27.22 - -
Real Estate 2.72 - -
Consumer Cyclical 11.66 - -
Technology 10.58 - -
Healthcare 3.69 - -
Communication Services 10.51 - -
Utilities 0 - -

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