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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) | ₹417 Cr | ₹4128 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 | 2.76% | 3.03% |
| 6 Month | 8.05% | 10.33% |
| 1 Year | 14.75% | 10.57% |
| 3 Year | - | 23.6% |
| 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 | 12.03% | 13.29% |
| 1 Year | 25.53% | 26.01% |
| 3 Year | - | 20.54% |
| 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 | 14.3% | 17.14% |
| 3 Year | - | 14.76% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.34% |
| Sharp | - | 0.92% |
| Beta | - | 0.90% |
| Alpha | - | 5.01% |
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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 | 11.43 | 4.26 |
| Small Cap | 17.91 | 17.61 |
| Large Cap | 63.24 | 65 |
| Mid Cap | 7.42 | 13.13 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
HDFC Banking and Financial Services Fund - Growth Option |
|---|---|---|
| Others | 11.43 | 2.08 |
| Financial Services | 85.12 | 96.59 |
| Technology | 3.44 | 0.31 |
| Healthcare | - | 1.02 |
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