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WhiteOak Capital Banking & Financial Services Fund vs UTI Banking and Financial Services Fund compare

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

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tortoise-icon UTI Banking and Financial Services Fund - Regular Plan - Growth Option

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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) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund WhiteOak Capital Banking & Financial Services Fund-Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹314 Cr ₹1128 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 06 Feb 2024 01 Aug 2005
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NiftyFinancialServices TRI Nifty Financial Services TRI
Turn Over % 20%
Expense Ratio 2.39 2.22
Manager Trupti Agrawal Preethi R S
ISIN Code INF03VN01852 INF789F01372
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 UTI Banking and Financial Services Fund - Growth charges 1.0% 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) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month 3.98% 3.98%
6 Month 4.45% 4.06%
1 Year 16.46% 13.74%
3 Year - 18.21%
5 Year - 22.18%

SIP Return Analysis

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month 7.92% 8.89%
1 Year 16.32% 16.29%
3 Year - 18.98%
5 Year - 18.35%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 8.48% 14.67%
3 Year - 13.36%
5 Year - 11.7%

Risk Management

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation - 14.251%
Sharp - 0.511%
Beta - 0.915%
Alpha - 3.729%

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Fund Managers

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name Trupti Agrawal Preethi R S
Total AUM ₹0 Cr ₹1002 Cr
Funds Managed 7 1
WhiteOak Capital Banking & Financial Services Fund-Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Others 11.27 10.02
Small Cap 23.09 16.31
Large Cap 58.51 63.41
Mid Cap 7.12 10.27

Sector Allocation

Scheme Name

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

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Others 10.54 4.54
Financial Services 86.15 95.39
Technology 2.69 0.08
Industrials 0.63 -

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