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WhiteOak Capital Banking & Financial Services Fund vs Nippon India Banking and Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹484 Cr | ₹7185 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Feb 2024 | 26 May 2003 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | NIFTY 50 TRI |
| Turn Over | % | 38% |
| Expense Ratio | 2.39 | 1.88 |
| Manager | Trupti Agrawal | Vinay Sharma |
| ISIN Code | INF03VN01852 | INF204K01927 |
| 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 | Nippon India Banking & Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Month | 3.36% | 3.56% |
| 6 Month | 7.51% | 5.84% |
| 1 Year | 12.57% | 11.81% |
| 3 Year | - | 17.88% |
| 5 Year | - | 25.69% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 3.26% | 3.52% |
| 1 Year | 19.48% | 19.83% |
| 3 Year | - | 18.03% |
| 5 Year | - | 18.51% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 14.63% | 20.57% |
| 3 Year | - | 18.67% |
| 5 Year | - | 17.38% |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.00% |
| Sharp | - | 0.90% |
| Beta | - | 0.83% |
| Alpha | - | 6.35% |
Fund Managers
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Name | Trupti Agrawal | Vinay Sharma |
| Total AUM | ₹0 Cr | ₹14183 Cr |
| Funds Managed | 7 | 3 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 11.32 | 5.56 |
| Small Cap | 23.01 | 12.47 |
| Large Cap | 57.58 | 63.5 |
| Mid Cap | 8.1 | 18.48 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 7.08 | 1.97 |
| Financial Services | 88.86 | 94.94 |
| Healthcare | 0.69 | - |
| Technology | 3.37 | 3.08 |
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