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WhiteOak Capital Banking & Financial Services Fund vs Baroda BNP Paribas 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 Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

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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) Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Fund WhiteOak Capital Banking & Financial Services Fund-Reg (G) Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹314 Cr ₹214 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 06 Feb 2024 22 Jun 2012
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NiftyFinancialServices TRI NIFTY Financial Services TRI
Turn Over % 82%
Expense Ratio 2.39 2.42
Manager Trupti Agrawal Miten Vora
ISIN Code INF03VN01852 INF955L01856
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 Baroda BNP Paribas 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) Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
1 Month 0.95% 1.26%
6 Month 9.35% 9.01%
1 Year 19.29% 17.43%
3 Year - 21.25%
5 Year - 24.34%

SIP Return Analysis

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
6 Month 9.01% 8.94%
1 Year 19.9% 19.72%
3 Year - 20.07%
5 Year - 17.84%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
1 Year 8.48% 11.92%
3 Year - 11.91%
5 Year - 11.57%

Risk Management

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Standard Deviation - 15.28%
Sharp - 0.82%
Beta - 0.95%
Alpha - 1.3%

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Fund Managers

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Name Trupti Agrawal Miten Vora
Total AUM ₹0 Cr ₹6478 Cr
Funds Managed 7 6
WhiteOak Capital Banking & Financial Services Fund-Reg (G) Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Market Cap

Scheme Name

WhiteOak Capital Banking & Financial Services Fund-Reg (G)

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Others 11.27 2.14
Small Cap 23.09 8.85
Large Cap 58.51 79.22
Mid Cap 7.12 9.79

Sector Allocation

Scheme Name

WhiteOak Capital Banking & Financial Services Fund-Reg (G)

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Others 10.54 2.14
Financial Services 86.15 -
Technology 2.69 -
Industrials 0.63 -
Capital Markets - 7.07
Finance - 16.61
Banks - 67.94
Insurance - 4.83
Financial Technology (Fintech) - 1.41

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