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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) | ₹448 Cr | ₹2958 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 | -3.64% | -5.33% |
| 6 Month | 12.43% | 12.07% |
| 1 Year | 10.95% | 9.85% |
| 3 Year | - | 18.89% |
| 5 Year | - | 20.6% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 6.47% | 6.56% |
| 1 Year | 18.54% | 19.49% |
| 3 Year | - | 18.97% |
| 5 Year | - | 17.9% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.3% | 16.28% |
| 3 Year | - | 14.11% |
| 5 Year | - | 14.15% |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 15.02% |
| Sharp | - | 1.34% |
| Beta | - | 0.93% |
| Alpha | - | 4.36% |
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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 | 13.19 | 8.12 |
| Small Cap | 20.71 | 21.52 |
| Large Cap | 57.65 | 55.29 |
| Mid Cap | 8.45 | 15.07 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 10.72 | 5.58 |
| Financial Services | 85.53 | 92.54 |
| Technology | 3.75 | 1.87 |
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