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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) | ₹468 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 | 0.61% | 0.87% |
| 6 Month | 16.77% | 25.81% |
| 1 Year | 9.05% | 0.96% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.59% | 6.5% |
| 1 Year | 17.06% | 24.76% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.3% | 9.69% |
| 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 | - | - |
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 | 15.18 | 21.03 |
| Small Cap | 21.46 | 48.01 |
| Large Cap | 56.53 | 23.31 |
| Mid Cap | 6.83 | 7.65 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 10.39 | 21.03 |
| Financial Services | 85.44 | 77.05 |
| Healthcare | 0.75 | - |
| Technology | 3.43 | 1.92 |
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