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) | ₹282 Cr | ₹1072 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 | 2.38 | 2.21 |
| 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 |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Month | 2.88% | 2.85% |
| 6 Month | 8.19% | 8.34% |
| 1 Year | - | 18.54% |
| 3 Year | - | 19.54% |
| 5 Year | - | 14.86% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 18.36% |
| 3 Year | - | 24.36% |
| 5 Year | - | 21.78% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | - | 17.47% |
| 3 Year | - | 15.66% |
| 5 Year | - | 15.31% |
| 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 | 6.92 | 1.48 |
| Small Cap | 26.17 | 24.07 |
| Large Cap | 60.84 | 56.73 |
| Mid Cap | 6.07 | 17.72 |
| 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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