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) | ₹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 | 3.98% | 5.23% |
6 Month | 4.45% | 3.82% |
1 Year | 16.46% | 10.17% |
3 Year | - | 17.12% |
5 Year | - | 23.12% |
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 | 7.92% | 8.91% |
1 Year | 16.32% | 13.67% |
3 Year | - | 17.69% |
5 Year | - | 17.82% |
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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