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WhiteOak Capital Banking & Financial Services Fund vs Bandhan Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Bandhan Financial Services Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Bandhan Financial Services Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹569 Cr | ₹1141 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Feb 2024 | 28 Jul 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | NIFTY Financial Services TRI |
| Turn Over | % | % |
| Expense Ratio | 2.39 | 2.23 |
| Manager | Trupti Agrawal | Manish Gunwani |
| ISIN Code | INF03VN01852 | INF194KB1GE6 |
| 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 | Bandhan Financial Services Fund - Regular Plan - Growth charges 0.5% 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) | Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| 1 Month | 0.03% | -1.52% |
| 6 Month | 4.63% | 3.34% |
| 1 Year | 21.18% | 18.64% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.05% | -1.08% |
| 1 Year | 7.93% | 4.68% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| 1 Year | 13.95% | 13.39% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| Name | Trupti Agrawal | Manish Gunwani |
| Total AUM | ₹0 Cr | ₹8731 Cr |
| Funds Managed | 7 | 4 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Bandhan Financial Services Fund - Regular (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| Others | 19.99 | 12.64 |
| Small Cap | 20 | 16.31 |
| Large Cap | 50.72 | 54.36 |
| Mid Cap | 9.29 | 16.69 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| Others | 5.42 | 2.13 |
| Financial Services | 93 | 93.94 |
| Technology | 1.58 | 3.53 |
| Healthcare | - | 0.4 |
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