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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) | ₹468 Cr | ₹267 Cr | ₹267 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 | 0.54% | 0.91% | 0.91% |
| 6 Month | 17.44% | 17.67% | 17.67% |
| 1 Year | 8.89% | 2.8% | 2.8% |
| 3 Year | - | 10.55% | 10.55% |
| 5 Year | - | 18% | 18% |
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 | 2.59% | 1.69% | 1.69% |
| 1 Year | 17.06% | 13.45% | 13.45% |
| 3 Year | - | 10.16% | 10.16% |
| 5 Year | - | 11.88% | 11.88% |
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 | 15.3% | 10.21% | 10.21% |
| 3 Year | - | 9.02% | 9.02% |
| 5 Year | - | 7.94% | 7.94% |
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 | - | 0.42% | 0.42% |
| Beta | - | 0.94% | 0.94% |
| Alpha | - | -1.81% | -1.81% |
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 | 15.18 | 7.03 | 7.03 |
| Small Cap | 21.46 | 27.5 | 27.5 |
| Large Cap | 56.53 | 52.98 | 52.98 |
| Mid Cap | 6.83 | 12.49 | 12.49 |
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 | 10.39 | 4.76 | 4.76 |
| Financial Services | 85.44 | 90.81 | 90.81 |
| Healthcare | 0.75 | - | - |
| Technology | 3.43 | 2.61 | 2.61 |
| Consumer Cyclical | - | 1.81 | 1.81 |
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