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WhiteOak Capital Banking & Financial Services Fund vs SBI Banking & Financial Services Fund compare

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

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tortoise-icon SBI Banking & Financial Services Fund - Regular Plan - 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) 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) ₹314 Cr ₹6556 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 3.98% 4.37%
6 Month 4.45% 4.63%
1 Year 16.46% 16.08%
3 Year - 19.08%
5 Year - 22.35%

SIP Return Analysis

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) SBI Banking & Financial Services Fund - Regular Plan - Growth
6 Month 7.92% 7.15%
1 Year 16.32% 14.63%
3 Year - 21.22%
5 Year - 19.17%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) SBI Banking & Financial Services Fund - Regular Plan - Growth
1 Year 8.48% 17.48%
3 Year - 14.93%
5 Year - 13.34%

Risk Management

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) SBI Banking & Financial Services Fund - Regular Plan - Growth
Standard Deviation - 13.062%
Sharp - 0.684%
Beta - 0.84%
Alpha - 5.666%

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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 11.27 14.28
Small Cap 23.09 14.09
Large Cap 58.51 55.18
Mid Cap 7.12 16.45

Sector Allocation

Scheme Name

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

SBI Banking & Financial Services Fund - Regular Plan - Growth

Others 10.54 14.28
Financial Services 86.15 85.72
Technology 2.69 -
Industrials 0.63 -

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