WhiteOak Capital Banking & Financial Services Fund vs Kotak Banking & Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹171 Cr | ₹916 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹0 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 06 Feb 2024 | 27 Feb 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | NIFTY Financial Services TRI |
| Turn Over | % | 3.53% |
| Expense Ratio | 2.37 | 2.27 |
| Manager | Trupti Agrawal | Abhishek Bisen |
| ISIN Code | INF03VN01852 | INF174KA1MA7 |
| 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) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.54% | 0.93% |
| 6 Month | 13.76% | 14.96% |
| 1 Year | - | 25.07% |
| 3 Year | - | - |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.44% | 9.75% |
| 3 Year | 3.44% | 14.13% |
| 5 Year | 3.44% | 14.13% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.57% | 17.69% |
| 3 Year | 8.57% | 20.49% |
| 5 Year | 8.57% | 20.49% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Trupti Agrawal | Abhishek Bisen |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Fund Manage | 7 | 33 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Kotak Banking & Financial Services Fund - Regular Plan - Growth |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.55 | 1.15 |
| Large Cap | 68.67 | 77.23 |
| Small Cap | 20.63 | 13.32 |
| Mid Cap | 3.17 | 7.79 |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Financial | 94.2 | - |
| Others | -0.38 | 1.15 |
| Insurance | 1.76 | 6.51 |
| Technology | 1.14 | - |
| Services | 3.3 | - |
| Banks | - | 68.04 |
| Finance | - | 19.53 |
| Capital Markets | - | 4.26 |
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