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 LIC MF Banking And Financial Services Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

tortoise-icon LIC MF Banking And 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) 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 -0.78% -0.29% -0.29%
6 Month 9.06% 6.01% 6.01%
1 Year 20.46% 9.37% 9.37%
3 Year - 17.98% 17.98%
5 Year - 22.04% 22.04%

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 9.01% 9.63% 9.63%
1 Year 19.9% 13.19% 13.19%
3 Year - 12.7% 12.7%
5 Year - 14.07% 14.07%

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 - 0.58% 0.58%
Beta - 0.97% 0.97%
Alpha - -2.06% -2.06%

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) 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 5.49 5.49
Small Cap 23.09 25.75 25.75
Large Cap 58.51 59.01 59.01
Mid Cap 7.12 9.76 9.76

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 5.49 5.49
Financial Services 86.15 - -
Technology 2.69 - -
Industrials 0.63 - -
Finance - 27.53 27.53
Capital Markets - 6.31 6.31
Banks - 59.6 59.6
Insurance - 1.08 1.08

Top Comparisons

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns17.64%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns17.64%

Compare Now

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns6.85%

VS

Invesco India Liquid Fund - Bonus Option Invesco India Liquid Fund - Bonus Option

3Y Returns6.41%

Compare Now

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns6.91%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.41%

Compare Now

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

3Y Returns16.5%

VS

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

3Y Returns27.66%

Compare Now
Add to Cart Successfully