WhiteOak Capital Banking & Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹282 Cr | ₹3264 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Feb 2024 | 14 Dec 2013 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | Nifty Financial Services TRI |
| Turn Over | % | 20% |
| Expense Ratio | 2.38 | 1.99 |
| Manager | Trupti Agrawal | Dhaval Gala |
| ISIN Code | INF03VN01852 | INF209K011W7 |
| 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 | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.97% | -4.56% |
| 6 Month | -2.47% | -7.03% |
| 1 Year | - | 4.53% |
| 3 Year | - | 10.44% |
| 5 Year | - | 11.06% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | -2.84% |
| 3 Year | - | 11.92% |
| 5 Year | - | 15.08% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | - | 16.87% |
| 3 Year | - | 14.93% |
| 5 Year | - | 12.72% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 15.35% |
| Sharp | - | 0.59% |
| Beta | - | 0.93% |
| Alpha | - | 2.6% |
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| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Trupti Agrawal | Dhaval Gala |
| Total AUM | ₹0 Cr | ₹23597 Cr |
| Fund Manage | 7 | 7 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.92 | 2.39 |
| Small Cap | 26.17 | 18.17 |
| Large Cap | 60.84 | 66.83 |
| Mid Cap | 6.07 | 12.62 |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.92 | 2.39 |
| Capital Markets | 13.9 | 6.3 |
| Finance | 18.28 | 21.96 |
| Insurance | 6.62 | 4.95 |
| Banks | 52.03 | 64.41 |
| Financial Technology (Fintech) | 1.29 | - |
| Commercial Services & Supplies | 0.96 | - |
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