WhiteOak Capital Banking & Financial Services Fund vs Invesco India Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Invesco India Financial Services Fund - Retail Growth
Chart Comparison
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹171 Cr | ₹898 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹0 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Feb 2024 | 14 Jul 2008 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | Nifty Financial Services TRI |
| Turn Over | % | 29% |
| Expense Ratio | 2.37 | 2.27 |
| Manager | Trupti Agrawal | Dhimant Kothari |
| ISIN Code | INF03VN01852 | INF205K01155 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Month | 1.54% | 2.8% |
| 6 Month | 13.76% | 16.29% |
| 1 Year | - | 41.02% |
| 3 Year | - | 18.11% |
| 5 Year | - | 18.03% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.44% | 13.79% |
| 3 Year | 3.44% | 36.88% |
| 5 Year | 3.44% | 63.49% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 8.57% | 19.2% |
| 3 Year | 8.57% | 50.25% |
| 5 Year | 8.57% | 72.39% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Standard Deviation | - | 14.87% |
| Sharp | - | 0.79% |
| Beta | - | 0.87% |
| Alpha | - | 5.67% |
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| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Name | Trupti Agrawal | Dhimant Kothari |
| Total AUM | ₹0 Cr | ₹8118 Cr |
| Fund Manage | 7 | 7 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 7.55 | 5.53 |
| Large Cap | 68.67 | 64.8 |
| Small Cap | 20.63 | 20.54 |
| Mid Cap | 3.17 | 9.13 |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Financial | 94.2 | 78.73 |
| Others | -0.38 | 3.74 |
| Insurance | 1.76 | 6.11 |
| Technology | 1.14 | - |
| Services | 3.3 | 11.42 |
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