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WhiteOak Capital Banking & Financial Services Fund vs Quant BFSI Fund Regular compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Quant BFSI Fund Regular - Growth
Chart Comparison
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 | 0.09% | 2.31% |
| 6 Month | 10.89% | 7.02% |
| 1 Year | 20.41% | -2.55% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 9.01% | 8.13% |
| 1 Year | 19.9% | 3.49% |
| 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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