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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) | ₹448 Cr | ₹3625 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 | -2.77% | -4.11% |
| 6 Month | 11.4% | 10.05% |
| 1 Year | 16.35% | 11.2% |
| 3 Year | - | 16.56% |
| 5 Year | - | 21.64% |
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 | 4.78% | 3.87% |
| 1 Year | 13.74% | 10.61% |
| 3 Year | - | 14.34% |
| 5 Year | - | 15.07% |
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 | - | 13.19% |
| Sharp | - | 0.79% |
| Beta | - | 0.92% |
| Alpha | - | 5.28% |
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 | 13.19 | 12.91 |
| Small Cap | 20.71 | 17.15 |
| Large Cap | 57.65 | 59.86 |
| Mid Cap | 8.45 | 10.09 |
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 | 10.72 | 1.96 |
| Financial Services | 85.53 | 96.8 |
| Technology | 3.75 | 1.24 |
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