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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 | Very High |
| 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 | 9.16% | 8% |
| 6 Month | -2.22% | -6.21% |
| 1 Year | 16.87% | 13.76% |
| 3 Year | - | 18.84% |
| 5 Year | - | 23.34% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | 1.61% | -1.74% |
| 1 Year | 8.04% | 0.86% |
| 3 Year | - | 19.07% |
| 5 Year | - | 18.63% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 8.48% | 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 | - | 14.56% |
| Sharp | - | 0.673% |
| Beta | - | 0.893% |
| Alpha | - | 6.317% |
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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 |
| Funds Managed | 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 | 11.27 | 4.15 |
| Small Cap | 23.09 | 16.91 |
| Large Cap | 58.51 | 58.67 |
| Mid Cap | 7.12 | 20.27 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 10.54 | 4.15 |
| Financial Services | 86.15 | 92.23 |
| Technology | 2.69 | 2.11 |
| Industrials | 0.63 | - |
| Healthcare | - | 1.51 |
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