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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) | ₹484 Cr | ₹1056 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 | 3.36% | 3.1% |
| 6 Month | 7.51% | 6.6% |
| 1 Year | 12.57% | 8.77% |
| 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 | 0.22% | 0.09% |
| 1 Year | 12.09% | 9.64% |
| 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 | 14.63% | 15.28% |
| 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 | 11.32 | 12.39 |
| Small Cap | 23.01 | 13.91 |
| Large Cap | 57.58 | 57.51 |
| Mid Cap | 8.1 | 16.19 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| Others | 7.08 | 6.11 |
| Financial Services | 88.86 | 91.89 |
| Healthcare | 0.69 | - |
| Technology | 3.37 | 2.01 |
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