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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) | ₹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 | 2.43% | 2.4% |
| 6 Month | 4.95% | 5% |
| 1 Year | 18.11% | 13.09% |
| 3 Year | - | 22.99% |
| 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 | 10.18% | 11.25% |
| 1 Year | 20.27% | 19.91% |
| 3 Year | - | 18.51% |
| 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 | 14.3% | 16.34% |
| 3 Year | - | 14.93% |
| 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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