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WhiteOak Capital Banking & Financial Services Fund vs Quant BFSI Fund Regular compare

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

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tortoise-icon Quant BFSI 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) Quant BFSI Fund Regular - Growth
Fund WhiteOak Capital Banking & Financial Services Fund-Reg (G) Quant BFSI Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹314 Cr ₹601 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 06 Feb 2024 19 Jun 2023
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NiftyFinancialServices TRI NIFTY Financial Services TRI
Turn Over % %
Expense Ratio 2.39 2.34
Manager Trupti Agrawal Sanjeev Sharma
ISIN Code INF03VN01852 INF966L01CA6
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 Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Quant BFSI Fund Regular - Growth
1 Month 3.98% 5.5%
6 Month 4.45% -3.05%
1 Year 16.46% -4.57%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Quant BFSI Fund Regular - Growth
6 Month 7.92% 2.63%
1 Year 16.32% -8.16%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Quant BFSI Fund Regular - Growth
1 Year 8.48% 40.14%
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Quant BFSI Fund Regular - Growth
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Quant BFSI Fund Regular - Growth
Name Trupti Agrawal Sanjeev Sharma
Total AUM ₹0 Cr ₹39731 Cr
Funds Managed 7 22
WhiteOak Capital Banking & Financial Services Fund-Reg (G) Quant BFSI Fund Regular - Growth

Market Cap

Scheme Name

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

Quant BFSI Fund Regular - Growth

Others 11.27 19.22
Small Cap 23.09 32.59
Large Cap 58.51 42.76
Mid Cap 7.12 5.43

Sector Allocation

Scheme Name

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

Quant BFSI Fund Regular - Growth

Others 10.54 19.22
Financial Services 86.15 69.12
Technology 2.69 4.17
Industrials 0.63 -
Energy - 7.49

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