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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) ₹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 7.23% 7.26%
6 Month 6.16% 2.78%
1 Year 22.22% 19.34%
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 7.58% 5.85%
1 Year 17.26% 12.3%
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 8.48% 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
Funds Managed 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 11.27 10.05
Small Cap 23.09 9.79
Large Cap 58.51 64.35
Mid Cap 7.12 15.81

Sector Allocation

Scheme Name

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

Bandhan Financial Services Fund - Regular (G)

Others 10.54 6.97
Financial Services 86.15 90.91
Technology 2.69 1.75
Industrials 0.63 -
Healthcare - 0.37

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