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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) | ₹523 Cr | ₹1601 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 | 1.07% | 1.86% |
| 6 Month | 6.27% | 5.23% |
| 1 Year | 11.84% | 9.85% |
| 3 Year | - | 17.42% |
| 5 Year | - | 18.12% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.29% | 5.98% |
| 1 Year | 20.83% | 20.37% |
| 3 Year | - | 16.24% |
| 5 Year | - | 17.02% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.63% | 14.58% |
| 3 Year | - | 14.38% |
| 5 Year | - | 13.56% |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.56% |
| Sharp | - | 0.9% |
| Beta | - | 0.97% |
| Alpha | - | 3.4% |
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 | 13.96 | 4.34 |
| Small Cap | 23.58 | 20.81 |
| Large Cap | 53.32 | 66.51 |
| Mid Cap | 9.15 | 8.34 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.81 | 4.34 |
| Financial Services | 90.98 | - |
| Healthcare | 0.7 | - |
| Technology | 2.51 | - |
| Capital Markets | - | 1.71 |
| Finance | - | 21.57 |
| Banks | - | 69.44 |
| Financial Technology (Fintech) | - | 0.59 |
| Insurance | - | 2.35 |
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