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WhiteOak Capital Banking & Financial Services Fund vs Mirae Asset Banking and Financial Services Fund Regular Growth compare

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

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tortoise-icon Mirae Asset Banking and Financial Services Fund Regular 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) 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) ₹457 Cr ₹2042 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 -1.14% -2.51%
6 Month 16.02% 16.96%
1 Year 16.31% 13.24%
3 Year - 16.55%
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 4.65% 3.7%
1 Year 16.41% 14.86%
3 Year - 16.27%
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 15.3% 15.46%
3 Year - 15.42%
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 - 13.22%
Sharp - 0.85%
Beta - 0.92%
Alpha - 5.29%

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 15.18 8.47
Small Cap 21.46 14.9
Large Cap 56.53 67.64
Mid Cap 6.83 8.99

Sector Allocation

Scheme Name

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

Mirae Asset Banking and Financial Services Fund Regular Growth

Others 10.39 1.98
Financial Services 85.44 97.45
Healthcare 0.75 -
Technology 3.43 0.57

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