WhiteOak Capital Banking & Financial Services Fund vs Mirae Asset Banking and Financial Services Fund Regular Growth compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Mirae Asset Banking and Financial Services Fund Regular Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Mirae Asset Banking and Financial Services Fund Regular Growth |
---|---|---|
Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Mirae Asset Banking and Financial Services Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹314 Cr | ₹1736 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 06 Feb 2024 | 11 Dec 2020 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | NiftyFinancialServices TRI | Nifty Financial Services TRI |
Turn Over | % | 30% |
Expense Ratio | 2.39 | 2.06 |
Manager | Trupti Agrawal | Gaurav Kochar |
ISIN Code | INF03VN01852 | INF769K01GU5 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Mirae Asset Banking and Financial Services Fund Regular Growth |
---|---|---|
1 Month | 3.98% | 5.24% |
6 Month | 4.45% | 4.49% |
1 Year | 16.46% | 13.01% |
3 Year | - | 18.64% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Mirae Asset Banking and Financial Services Fund Regular Growth |
---|---|---|
6 Month | 7.92% | 8.77% |
1 Year | 16.32% | 14.8% |
3 Year | - | 18.68% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Mirae Asset Banking and Financial Services Fund Regular Growth |
---|---|---|
1 Year | 8.48% | 17.68% |
3 Year | - | 14.87% |
5 Year | - | - |
Risk Management
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Mirae Asset Banking and Financial Services Fund Regular Growth |
---|---|---|
Standard Deviation | - | 14.713% |
Sharp | - | 0.435% |
Beta | - | 0.95% |
Alpha | - | 3.232% |
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Fund Managers
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Mirae Asset Banking and Financial Services Fund Regular Growth |
---|---|---|
Name | Trupti Agrawal | Gaurav Kochar |
Total AUM | ₹0 Cr | ₹1507 Cr |
Funds Managed | 7 | 1 |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Mirae Asset Banking and Financial Services Fund Regular Growth |
Market Cap
Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Mirae Asset Banking and Financial Services Fund Regular Growth |
---|---|---|
Others | 11.27 | 2.87 |
Small Cap | 23.09 | 18.78 |
Large Cap | 58.51 | 63.87 |
Mid Cap | 7.12 | 14.48 |
Sector Allocation
Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Mirae Asset Banking and Financial Services Fund Regular Growth |
---|---|---|
Others | 10.54 | 0.69 |
Financial Services | 86.15 | 97.16 |
Technology | 2.69 | 2.15 |
Industrials | 0.63 | - |
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