- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital Banking & Financial Services Fund vs Tata Banking And Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Tata Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹314 Cr | ₹2797 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Feb 2024 | 28 Dec 2015 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | Nifty Financial Services TRI |
| Turn Over | % | 10.36% |
| Expense Ratio | 2.39 | 1.94 |
| Manager | Trupti Agrawal | Amey Sathe |
| ISIN Code | INF03VN01852 | INF277K01Y86 |
| 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 | Tata Banking And Financial Services Fund - Growth charges 0.25% 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) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.43% | 2.41% |
| 6 Month | 4.95% | 6.5% |
| 1 Year | 18.11% | 15.98% |
| 3 Year | - | 24.43% |
| 5 Year | - | 22.31% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 10.18% | 11.54% |
| 1 Year | 20.27% | 21.89% |
| 3 Year | - | 19.35% |
| 5 Year | - | 18.03% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.3% | 16.45% |
| 3 Year | - | 13.98% |
| 5 Year | - | 13.92% |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 14.71% |
| Sharp | - | 1.02% |
| Beta | - | 0.88% |
| Alpha | - | 4.49% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Name | Trupti Agrawal | Amey Sathe |
| Total AUM | ₹0 Cr | ₹11910 Cr |
| Funds Managed | 7 | 4 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 11.27 | 4.53 |
| Small Cap | 23.09 | 22.53 |
| Large Cap | 58.51 | 58.29 |
| Mid Cap | 7.12 | 14.65 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 10.54 | 4.53 |
| Financial Services | 86.15 | - |
| Technology | 2.69 | - |
| Industrials | 0.63 | - |
| Finance | - | 20.31 |
| Banks | - | 64.18 |
| Capital Markets | - | 1.97 |
| Insurance | - | 7.12 |
| Financial Technology (Fintech) | - | 1.89 |
Top Comparisons
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns14.64%
DSP Quant Fund - Regular Plan - Growth
3Y Returns14.24%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns20.37%
LIC MF Multi Cap Fund Regular - Growth
3Y Returns0%
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.83%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns6.92%
Franklin India Flexi Cap Fund - Growth
3Y Returns23.48%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns23.48%
