- 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
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital Banking & Financial Services Fund vs Invesco India Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Invesco India Financial Services Fund - Retail Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹417 Cr | ₹1372 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Feb 2024 | 14 Jul 2008 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | Nifty Financial Services TRI |
| Turn Over | % | 29% |
| Expense Ratio | 2.39 | 2.19 |
| Manager | Trupti Agrawal | Dhimant Kothari |
| ISIN Code | INF03VN01852 | INF205K01155 |
| 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 | Invesco India Financial Services Fund - Retail - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Month | 1.35% | 0.53% |
| 6 Month | 12.1% | 11.8% |
| 1 Year | 14.83% | 13.99% |
| 3 Year | - | 25.82% |
| 5 Year | - | 23.01% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | 11.44% | 13.1% |
| 1 Year | 24.43% | 24.93% |
| 3 Year | - | 23.88% |
| 5 Year | - | 21.07% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 14.3% | 17.1% |
| 3 Year | - | 15.79% |
| 5 Year | - | 15.31% |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Standard Deviation | - | 13.95% |
| Sharp | - | 1.43% |
| Beta | - | 0.85% |
| Alpha | - | 10.11% |
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) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Name | Trupti Agrawal | Dhimant Kothari |
| Total AUM | ₹0 Cr | ₹8118 Cr |
| Funds Managed | 7 | 7 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 11.43 | 6.4 |
| Small Cap | 17.91 | 16.68 |
| Large Cap | 63.24 | 59.18 |
| Mid Cap | 7.42 | 17.73 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 11.43 | 3.78 |
| Financial Services | 85.12 | 94.22 |
| Technology | 3.44 | 0.93 |
| Healthcare | - | 1.07 |
Top Comparisons
Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth
3Y Returns7.26%
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth
3Y Returns7.95%
SBI Magnum Constant Maturity Fund - Regular Plan - Growth
3Y Returns8.73%
DSP 10Y G-Sec Fund - Regular Plan - Growth
3Y Returns8.67%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.11%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.08%
Kotak Aggressive Hybrid Fund - Growth
3Y Returns17.95%
Quant Aggressive Hybrid Fund-Growth
3Y Returns16.41%
