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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) | ₹484 Cr | ₹1975 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 | 1.28% | 2.91% |
| 6 Month | 13.85% | 14.1% |
| 1 Year | 10.92% | 10.45% |
| 3 Year | - | 18.44% |
| 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 | 1.63% | 1.98% |
| 1 Year | 17.28% | 18.32% |
| 3 Year | - | 16.34% |
| 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 | 14.63% | 14.6% |
| 3 Year | - | 15.59% |
| 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 | - | 13.04% |
| Sharp | - | 0.82% |
| Beta | - | 0.92% |
| Alpha | - | 5.74% |
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 | 15.99 | 7.67 |
| Small Cap | 21.69 | 14.19 |
| Large Cap | 54.92 | 68.48 |
| Mid Cap | 7.39 | 9.66 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 9.97 | 0.87 |
| Financial Services | 85.92 | 98.57 |
| Healthcare | 0.69 | - |
| Technology | 3.41 | 0.55 |
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