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WhiteOak Capital Banking & Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare

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tortoise-icon WhiteOak Capital Banking & Financial Services Fund-Reg (G)

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tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - 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 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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