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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) | ₹545 Cr | ₹1367 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 | 0.72% | 0.31% |
| 6 Month | 4.69% | 4.6% |
| 1 Year | 10.83% | 8.27% |
| 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 | 2.85% | 3.55% |
| 1 Year | 19.2% | 19.47% |
| 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 | 14.63% | 17.94% |
| 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 | - | - |
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 | 13.96 | 13.55 |
| Small Cap | 23.58 | 17.8 |
| Large Cap | 53.32 | 59.67 |
| Mid Cap | 9.15 | 8.98 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.81 | 2.07 |
| Financial Services | 90.98 | 96.09 |
| Healthcare | 0.7 | - |
| Technology | 2.51 | 1.84 |
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