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WhiteOak Capital Banking & Financial Services Fund vs UTI Banking and Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
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 | 2.43% | 2.73% |
| 6 Month | 4.95% | 5.5% |
| 1 Year | 18.11% | 14.92% |
| 3 Year | - | 22.9% |
| 5 Year | - | 23.67% |
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 | 10.18% | 10.9% |
| 1 Year | 20.27% | 20.67% |
| 3 Year | - | 18.74% |
| 5 Year | - | 17.71% |
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 | 14.3% | 14.58% |
| 3 Year | - | 13.47% |
| 5 Year | - | 11.81% |
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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