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

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

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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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) 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%

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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

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