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WhiteOak Capital Banking & Financial Services Fund vs LIC MF Banking And Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
LIC MF Banking & Financial Services Fund Regular-Growth
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹314 Cr | ₹247 Cr | ₹247 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 06 Feb 2024 | 27 Mar 2015 | 27 Mar 2015 |
| Category | Banking & Financial | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | % | % | 46% |
| Expense Ratio | 2.39 | 2.42 | 2.42 |
| Manager | Trupti Agrawal | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| ISIN Code | INF03VN01852 | INF767K01NH2 | INF767K01NH2 |
| 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 | LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 2.43% | 3.21% | 3.21% |
| 6 Month | 4.95% | 2.94% | 2.94% |
| 1 Year | 18.11% | 5.91% | 5.91% |
| 3 Year | - | 19.35% | 19.35% |
| 5 Year | - | 19.72% | 19.72% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 10.18% | 11.48% | 11.48% |
| 1 Year | 20.27% | 16.54% | 16.54% |
| 3 Year | - | 12.5% | 12.5% |
| 5 Year | - | 13.92% | 13.92% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 14.3% | 10.54% | 10.54% |
| 3 Year | - | 8.71% | 8.71% |
| 5 Year | - | 7.68% | 7.68% |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | - | 15.29% | 15.29% |
| Sharp | - | 0.73% | 0.73% |
| Beta | - | 0.96% | 0.96% |
| Alpha | - | -0.48% | -0.48% |
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Fund Managers
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Trupti Agrawal | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| Total AUM | ₹0 Cr | ₹2153 Cr | ₹2153 Cr |
| Funds Managed | 7 | 3 | 3 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 11.27 | 2.48 | 2.48 |
| Small Cap | 23.09 | 27.15 | 27.15 |
| Large Cap | 58.51 | 60.69 | 60.69 |
| Mid Cap | 7.12 | 9.65 | 9.65 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 10.54 | 2.48 | 2.48 |
| Financial Services | 86.15 | - | - |
| Technology | 2.69 | - | - |
| Industrials | 0.63 | - | - |
| Finance | - | 28.7 | 28.7 |
| Capital Markets | - | 6.45 | 6.45 |
| Banks | - | 61.22 | 61.22 |
| Insurance | - | 1.12 | 1.12 |
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