WhiteOak Capital Banking & Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹468 Cr | ₹3374 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 06 Feb 2024 | 14 Dec 2013 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | NiftyFinancialServices TRI | Nifty Financial Services TRI |
Turn Over | % | 20% |
Expense Ratio | 2.39 | 1.99 |
Manager | Trupti Agrawal | Dhaval Gala |
ISIN Code | INF03VN01852 | INF209K011W7 |
Exits Load | WhiteOak Capital Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.54% | 0.94% |
6 Month | 17.44% | 16.43% |
1 Year | 8.89% | 4.39% |
3 Year | - | 13.91% |
5 Year | - | 21.02% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.59% | 1.32% |
1 Year | 17.06% | 13.48% |
3 Year | - | 14.17% |
5 Year | - | 14.54% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.3% | 15.79% |
3 Year | - | 14.93% |
5 Year | - | 12.88% |
Risk Management
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 13.16% |
Sharp | - | 0.56% |
Beta | - | 0.90% |
Alpha | - | 3.99% |
Fund Managers
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
Name | Trupti Agrawal | Dhaval Gala |
Total AUM | ₹0 Cr | ₹23597 Cr |
Funds Managed | 7 | 7 |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
Others | 15.18 | 13.82 |
Small Cap | 21.46 | 16.13 |
Large Cap | 56.53 | 61.3 |
Mid Cap | 6.83 | 8.75 |
Sector Allocation
Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
Others | 10.39 | 2.01 |
Financial Services | 85.44 | 96.87 |
Healthcare | 0.75 | - |
Technology | 3.43 | 1.12 |
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