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WhiteOak Capital Banking & Financial Services Fund vs HDFC Banking and Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
HDFC Banking and Financial Services Fund - Growth Option
Chart Comparison
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) | ₹484 Cr | ₹4135 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 | 5.34% | 6.65% |
| 6 Month | 7.1% | 6.63% |
| 1 Year | 14.09% | 12.56% |
| 3 Year | - | 17.47% |
| 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 | 3.26% | 3.45% |
| 1 Year | 19.48% | 19.47% |
| 3 Year | - | 16.31% |
| 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 | 14.63% | 15.86% |
| 3 Year | - | 15.32% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.55% |
| Sharp | - | 0.79% |
| Beta | - | 0.88% |
| Alpha | - | 5.24% |
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 | 11.32 | 9.85 |
| Small Cap | 23.01 | 16.03 |
| Large Cap | 57.58 | 62.29 |
| Mid Cap | 8.1 | 11.83 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Others | 7.08 | 2.57 |
| Financial Services | 88.86 | 95.86 |
| Healthcare | 0.69 | 1.07 |
| Technology | 3.37 | 0.49 |
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