WhiteOak Capital Banking & Financial Services Fund vs Bandhan Financial Services Fund compare

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

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tortoise-icon Bandhan Financial Services Fund - Regular (G)

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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) Bandhan Financial Services Fund - Regular (G)
Fund WhiteOak Capital Banking & Financial Services Fund-Reg (G) Bandhan Financial Services Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹282 Cr ₹951 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 06 Feb 2024 28 Jul 2023
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NiftyFinancialServices TRI NIFTY Financial Services TRI
Turn Over % %
Expense Ratio 2.38 2.21
Manager Trupti Agrawal Manish Gunwani
ISIN Code INF03VN01852 INF194KB1GE6
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 Bandhan Financial Services Fund - Regular Plan - Growth charges 0.5% 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) Bandhan Financial Services Fund - Regular (G)
1 Month 2.88% 2.08%
6 Month 8.19% 6.74%
1 Year - 17.13%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Bandhan Financial Services Fund - Regular (G)
6 Month - -
1 Year - 15.39%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Bandhan Financial Services Fund - Regular (G)
1 Year - 36.27%
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Bandhan Financial Services Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Bandhan Financial Services Fund - Regular (G)
Name Trupti Agrawal Manish Gunwani
Total AUM ₹0 Cr ₹8731 Cr
Fund Manage 7 4
WhiteOak Capital Banking & Financial Services Fund-Reg (G) Bandhan Financial Services Fund - Regular (G)

Market Cap

Scheme Name

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

Bandhan Financial Services Fund - Regular (G)

Others 6.92 13.7
Small Cap 26.17 15.61
Large Cap 60.84 56.31
Mid Cap 6.07 14.38

Sector Allocation

Scheme Name

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

Bandhan Financial Services Fund - Regular (G)

Others 6.92 10.66
Capital Markets 13.9 -
Finance 18.28 -
Insurance 6.62 8.04
Banks 52.03 -
Financial Technology (Fintech) 1.29 -
Commercial Services & Supplies 0.96 -
Services - 7.27
Financial - 74.03

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