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WhiteOak Capital Banking & Financial Services Fund vs HDFC 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 HDFC Banking and Financial Services Fund - 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) HDFC Banking and Financial Services Fund - Growth Option
Fund WhiteOak Capital Banking & Financial Services Fund-Reg (G) HDFC Banking and Financial Services Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹314 Cr ₹3650 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 06 Feb 2024 30 Jun 2021
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NiftyFinancialServices TRI NIFTY Financial Services TRI
Turn Over % 26.23%
Expense Ratio 2.39 1.9
Manager Trupti Agrawal Dhruv Muchhal
ISIN Code INF03VN01852 INF179KC1BJ4
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 HDFC Banking and Financial Services Fund - 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) HDFC Banking and Financial Services Fund - Growth Option
1 Month 0.95% 1.83%
6 Month 9.35% 8.54%
1 Year 19.29% 14.57%
3 Year - 21.13%
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) HDFC Banking and Financial Services Fund - Growth Option
6 Month 9.01% 9.87%
1 Year 19.9% 17.37%
3 Year - 18.29%
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) HDFC Banking and Financial Services Fund - Growth Option
1 Year 8.48% 18.94%
3 Year - 14.3%
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) HDFC Banking and Financial Services Fund - Growth Option
Standard Deviation - 14.282%
Sharp - 0.49%
Beta - 0.925%
Alpha - 3.907%

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Fund Managers

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) HDFC Banking and Financial Services Fund - Growth Option
Name Trupti Agrawal Dhruv Muchhal
Total AUM ₹0 Cr ₹520687 Cr
Funds Managed 7 40
WhiteOak Capital Banking & Financial Services Fund-Reg (G) HDFC Banking and Financial Services Fund - Growth Option

Market Cap

Scheme Name

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

HDFC Banking and Financial Services Fund - Growth Option

Others 11.27 2.73
Small Cap 23.09 20
Large Cap 58.51 63.5
Mid Cap 7.12 13.77

Sector Allocation

Scheme Name

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

HDFC Banking and Financial Services Fund - Growth Option

Others 10.54 1.09
Financial Services 86.15 96.99
Technology 2.69 0.55
Industrials 0.63 -
Healthcare - 1.37

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