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WhiteOak Capital Banking & Financial Services Fund vs LIC MF Banking And Financial Services Fund compare

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

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tortoise-icon LIC MF Banking & Financial Services Fund Regular-Growth

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tortoise-icon LIC MF Banking And Financial Services Fund-Regular Plan-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) 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 3.98% 5.32% 5.32%
6 Month 4.45% 1.36% 1.36%
1 Year 16.46% 3.65% 3.65%
3 Year - 14.76% 14.76%
5 Year - 17.72% 17.72%

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 7.92% 6.79% 6.79%
1 Year 16.32% 6.12% 6.12%
3 Year - 11.34% 11.34%
5 Year - 13.59% 13.59%

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 8.48% 11.11% 11.11%
3 Year - 8.3% 8.3%
5 Year - 7.28% 7.28%

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 - 0.37% 0.37%
Beta - 0.95% 0.95%
Alpha - -1.65% -1.65%

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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 4.03 4.03
Small Cap 23.09 29.4 29.4
Large Cap 58.51 57.72 57.72
Mid Cap 7.12 8.85 8.85

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 3.16 3.16
Financial Services 86.15 93.76 93.76
Technology 2.69 1.52 1.52
Industrials 0.63 - -
Consumer Cyclical - 1.56 1.56

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