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WhiteOak Capital Banking & Financial Services Fund vs SBI Banking & Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
SBI Banking & Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹545 Cr | ₹9813 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Feb 2024 | 26 Feb 2015 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | Nifty Financial Services TRI |
| Turn Over | % | 84% |
| Expense Ratio | 2.39 | 1.81 |
| Manager | Trupti Agrawal | Pradeep Kesavan |
| ISIN Code | INF03VN01852 | INF200KA1473 |
| 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 | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% 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) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.72% | 2.16% |
| 6 Month | 4.69% | 8.74% |
| 1 Year | 10.83% | 14.8% |
| 3 Year | - | 19% |
| 5 Year | - | 17.41% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.85% | 5.71% |
| 1 Year | 19.2% | 27.7% |
| 3 Year | - | 22.12% |
| 5 Year | - | 18.72% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.63% | 16.83% |
| 3 Year | - | 15.44% |
| 5 Year | - | 13.89% |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 11.72% |
| Sharp | - | 1.03% |
| Beta | - | 0.86% |
| Alpha | - | 5.69% |
Fund Managers
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Trupti Agrawal | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 7 | 43 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 13.96 | 7.52 |
| Small Cap | 23.58 | 9.31 |
| Large Cap | 53.32 | 67.09 |
| Mid Cap | 9.15 | 16.07 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.81 | 3.68 |
| Financial Services | 90.98 | 96.32 |
| Healthcare | 0.7 | - |
| Technology | 2.51 | - |
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