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WhiteOak Capital Banking & Financial Services Fund vs Bandhan Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Bandhan Financial Services Fund - Regular (G)
Chart Comparison
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 Risk | Very High Risk |
| Asset Size (Cr) | ₹314 Cr | ₹924 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 | 2.39 | 2.23 |
| 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 | -0.2% | -1.05% |
| 6 Month | -2.32% | -4.38% |
| 1 Year | 8.36% | 5.8% |
| 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 | - | -2.17% |
| 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 | 9.94% | 32.27% |
| 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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