Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

WhiteOak Capital Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Invest Now

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) 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) ₹314 Cr ₹1386 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 0.95% 0.72%
6 Month 9.35% 8.77%
1 Year 19.29% 11.94%
3 Year - 24.08%
5 Year - 27.68%

SIP Return Analysis

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 9.01% 9.95%
1 Year 19.9% 16.03%
3 Year - 20.48%
5 Year - 20.11%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 8.48% 15.9%
3 Year - 13.42%
5 Year - 13.25%

Risk Management

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation - 14.334%
Sharp - 0.693%
Beta - 0.933%
Alpha - 6.306%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 11.27 9.68
Small Cap 23.09 25.26
Large Cap 58.51 59.16
Mid Cap 7.12 5.9

Sector Allocation

Scheme Name

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

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 10.54 5.61
Financial Services 86.15 94.39
Technology 2.69 -
Industrials 0.63 -

Top Comparisons

PGIM India Corporate Bond Fund - Growth PGIM India Corporate Bond Fund - Growth

3Y Returns7.13%

VS

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns6.82%

Compare Now

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns26.99%

VS

HSBC Small Cap Fund Regular Growth HSBC Small Cap Fund Regular Growth

3Y Returns22.71%

Compare Now

Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns25.49%

VS

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

3Y Returns19.83%

Compare Now
Add to Cart Successfully