- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+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) | ₹523 Cr | ₹3125 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 | 1.63% | 2.7% |
| 6 Month | 7.27% | 7.5% |
| 1 Year | 18.64% | 18.99% |
| 3 Year | - | 17.43% |
| 5 Year | - | 16.89% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3% | 3.96% |
| 1 Year | 19.46% | 21.54% |
| 3 Year | - | 17.33% |
| 5 Year | - | 16.48% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.63% | 15.52% |
| 3 Year | - | 14.43% |
| 5 Year | - | 14.58% |
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 | - | 0.87% |
| Beta | - | 0.95% |
| Alpha | - | 2.58% |
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 | 13.96 | 9.46 |
| Small Cap | 23.58 | 20.22 |
| Large Cap | 53.32 | 54.46 |
| Mid Cap | 9.15 | 15.86 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.81 | 3.52 |
| Financial Services | 90.98 | 94.19 |
| Healthcare | 0.7 | - |
| Technology | 2.51 | 2.29 |
Top Comparisons
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.62%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.47%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns27.6%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns21.89%
HDFC Money Market Fund - Growth Option
3Y Returns7.48%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.54%
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns21.57%
