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WhiteOak Capital Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹457 Cr | ₹1548 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 06 Feb 2024 | 10 Jun 2008 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | Nifty Financial Services TRI |
| Turn Over | % | 58% |
| Expense Ratio | 2.39 | 2.14 |
| Manager | Trupti Agrawal | Rohit Seksaria |
| ISIN Code | INF03VN01852 | INF903J01629 |
| 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 | Sundaram Financial Services Opportunities Fund - 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) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.02% | -6.18% |
| 6 Month | 15.13% | 8.29% |
| 1 Year | 8.95% | -2.34% |
| 3 Year | - | 16.99% |
| 5 Year | - | 19.68% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.11% | -5.06% |
| 1 Year | 9.44% | -2.72% |
| 3 Year | - | 11.29% |
| 5 Year | - | 14.7% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.3% | 15.12% |
| 3 Year | - | 13.93% |
| 5 Year | - | 13.41% |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.72% |
| Sharp | - | 1.00% |
| Beta | - | 0.88% |
| Alpha | - | 6.96% |
Fund Managers
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Name | Trupti Agrawal | Rohit Seksaria |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 7 | 15 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 15.18 | 10.12 |
| Small Cap | 21.46 | 22.23 |
| Large Cap | 56.53 | 63.77 |
| Mid Cap | 6.83 | 3.87 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 10.39 | 4.96 |
| Financial Services | 85.44 | 95.04 |
| Healthcare | 0.75 | - |
| Technology | 3.43 | - |
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