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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
Overview
| 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 Risk | Very High Risk |
| Asset Size (Cr) | ₹314 Cr | ₹1126 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹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 | 2.39 | 2.19 |
| Manager | Trupti Agrawal | Dhimant Kothari |
| ISIN Code | INF03VN01852 | INF205K01155 |
| 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 | Invesco India Financial Services Fund - Retail - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Month | -0.2% | -2.47% |
| 6 Month | -2.32% | -5.66% |
| 1 Year | 8.36% | 7.55% |
| 3 Year | - | 15.83% |
| 5 Year | - | 12.77% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | -3.59% |
| 3 Year | - | 16.53% |
| 5 Year | - | 17.6% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 9.94% | 17.58% |
| 3 Year | - | 15.7% |
| 5 Year | - | 15.26% |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Standard Deviation | - | 14.699% |
| Sharp | - | 0.653% |
| Beta | - | 0.894% |
| Alpha | - | 6.596% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 6.92 | 1.48 |
| Small Cap | 26.17 | 24.07 |
| Large Cap | 60.84 | 56.73 |
| Mid Cap | 6.07 | 17.72 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 6.92 | 1.48 |
| Capital Markets | 13.9 | 19.53 |
| Finance | 18.28 | 12.58 |
| Insurance | 6.62 | 7.2 |
| Banks | 52.03 | 55.99 |
| Financial Technology (Fintech) | 1.29 | 3.22 |
| Commercial Services & Supplies | 0.96 | - |
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