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WhiteOak Capital Banking & Financial Services Fund vs Kotak Banking & Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹417 Cr | ₹1213 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 06 Feb 2024 | 27 Feb 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | NIFTY Financial Services TRI |
| Turn Over | % | 3.53% |
| Expense Ratio | 2.39 | 2.19 |
| Manager | Trupti Agrawal | Abhishek Bisen |
| ISIN Code | INF03VN01852 | INF174KA1MA7 |
| 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 | Kotak Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% 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) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.76% | 2.8% |
| 6 Month | 8.05% | 8.82% |
| 1 Year | 14.75% | 11.12% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 12.03% | 12.05% |
| 1 Year | 25.53% | 22.9% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.3% | 20.65% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Trupti Agrawal | Abhishek Bisen |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 7 | 33 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.43 | 4.55 |
| Small Cap | 17.91 | 11.48 |
| Large Cap | 63.24 | 72.9 |
| Mid Cap | 7.42 | 11.07 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.43 | 1.32 |
| Financial Services | 85.12 | 98.68 |
| Technology | 3.44 | - |
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