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 | 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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