Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

WhiteOak Capital Banking & Financial Services Fund vs Invesco India Financial Services Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Invesco India Financial Services Fund - Retail Growth

Invest Now

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) 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) ₹282 Cr ₹1072 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 2.38 2.21
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 -2.21% -2.98%
6 Month -0.73% -2.82%
1 Year 8.34% 8.45%
3 Year - 14.86%
5 Year - 12.83%

SIP Return Analysis

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Invesco India Financial Services Fund - Retail Growth
6 Month - -
1 Year - 3.63%
3 Year - 19.17%
5 Year - 18.54%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Invesco India Financial Services Fund - Retail Growth
1 Year 9.94% 17.58%
3 Year - 15.7%
5 Year - 15.26%

Risk Management

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Invesco India Financial Services Fund - Retail Growth
Standard Deviation - 14.87%
Sharp - 0.79%
Beta - 0.87%
Alpha - 5.67%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 6.92 1.48
Small Cap 26.17 24.07
Large Cap 60.84 56.73
Mid Cap 6.07 17.72

Sector Allocation

Scheme Name

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

Invesco India Financial Services Fund - Retail Growth

Others 6.92 1.48
Capital Markets 13.9 19.53
Finance 18.28 12.58
Insurance 6.62 7.2
Banks 52.03 55.99
Financial Technology (Fintech) 1.29 3.22
Commercial Services & Supplies 0.96 -

Top Comparisons

WhiteOak Capital Multi Cap Fund - Regular (G) WhiteOak Capital Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns15.45%

Compare Now

Kotak Pioneer Fund- Regular Plan- Growth Option Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns15.78%

VS

QUANT COMMODITIES FUND REGULAR PLAN GROWTH QUANT COMMODITIES FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

ICICI Prudential Medium Term Bond Fund - Growth ICICI Prudential Medium Term Bond Fund - Growth

3Y Returns6.65%

VS

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

3Y Returns13.93%

Compare Now

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns6.27%

VS

HSBC Money Market Fund - Regular Growth HSBC Money Market Fund - Regular Growth

3Y Returns6.3%

Compare Now
Add to Cart Successfully