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 Kotak Banking & Financial Services Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Kotak Banking & Financial Services Fund - Regular Plan - 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) 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) ₹314 Cr ₹1027 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 0.09% 0.09%
6 Month 10.89% 8.16%
1 Year 20.41% 16.76%
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 9.01% 8.97%
1 Year 19.9% 16.21%
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 8.48% 22.7%
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 - -

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) 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 11.27 5.39
Small Cap 23.09 13.88
Large Cap 58.51 68.53
Mid Cap 7.12 12.21

Sector Allocation

Scheme Name

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

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Others 10.54 2.38
Financial Services 86.15 97.62
Technology 2.69 -
Industrials 0.63 -

Top Comparisons

Kotak Emerging Equity Scheme - Growth Kotak Emerging Equity Scheme - Growth

3Y Returns23.3%

VS

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns22.87%

Compare Now

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns6.2%

VS

HSBC Medium Duration Fund - Regular Growth HSBC Medium Duration Fund - Regular Growth

3Y Returns7.98%

Compare Now

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns20.24%

VS

DSP Income Plus Arbitrage Fund of Fund - Reg - Growth DSP Income Plus Arbitrage Fund of Fund - Reg - Growth

3Y Returns10.52%

Compare Now

SBI US Specific Equity Active FoF - Regular Plan - Growth SBI US Specific Equity Active FoF - Regular Plan - Growth

3Y Returns16.79%

VS

DSP World Mining Fund - Regular Plan - Growth DSP World Mining Fund - Regular Plan - Growth

3Y Returns1.25%

Compare Now
Add to Cart Successfully