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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) ₹314 Cr ₹3101 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 4.29% 4.45%
6 Month 10.6% 9.79%
1 Year 20.91% 15.94%
3 Year - 21.23%
5 Year - 26.07%

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 9.01% 9.96%
1 Year 19.9% 17.22%
3 Year - 17.79%
5 Year - 17.5%

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 8.48% 16.58%
3 Year - 14.76%
5 Year - 12.61%

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 - 14.932%
Sharp - 0.453%
Beta - 0.96%
Alpha - 3.029%

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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 11.27 6.76
Small Cap 23.09 16.03
Large Cap 58.51 64.53
Mid Cap 7.12 12.68

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 10.54 4
Financial Services 86.15 94.79
Technology 2.69 1.22
Industrials 0.63 -

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