- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹314 Cr | ₹924 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 | 3.98% | 4.44% |
| 6 Month | 4.45% | 2.11% |
| 1 Year | 16.46% | 13.23% |
| 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 | 7.92% | 6.09% |
| 1 Year | 16.32% | 11.19% |
| 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 | 8.48% | 32.27% |
| 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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 11.27 | 10.05 |
| Small Cap | 23.09 | 9.79 |
| Large Cap | 58.51 | 64.35 |
| Mid Cap | 7.12 | 15.81 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Bandhan Financial Services Fund - Regular (G) |
|---|---|---|
| Others | 10.54 | 6.97 |
| Financial Services | 86.15 | 90.91 |
| Technology | 2.69 | 1.75 |
| Industrials | 0.63 | - |
| Healthcare | - | 0.37 |
Top Comparisons
Nippon India Nifty IT Index Fund - Reg (G)
3Y Returns0%
Tata Digital India Fund-Regular Plan-Growth
3Y Returns9.1%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.54%
Bandhan Floating Rate Fund Regular - Growth
3Y Returns7.06%
Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth
3Y Returns7.03%
Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth
3Y Returns7.05%
ITI Overnight Fund Regular - Growth
3Y Returns6.04%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.25%
