- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital Banking & Financial Services Fund vs LIC MF Banking And Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
LIC MF Banking & Financial Services Fund Regular-Growth
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹314 Cr | ₹247 Cr | ₹247 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹500 |
| Launch Date | 06 Feb 2024 | 27 Mar 2015 | 27 Mar 2015 |
| Category | Banking & Financial | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | % | % | 46% |
| Expense Ratio | 2.39 | 2.42 | 2.42 |
| Manager | Trupti Agrawal | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| ISIN Code | INF03VN01852 | INF767K01NH2 | INF767K01NH2 |
| 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 | LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -0.2% | -1.38% | -1.38% |
| 6 Month | -2.32% | -9.04% | -9.04% |
| 1 Year | 8.36% | -3.83% | -3.83% |
| 3 Year | - | 9.44% | 9.44% |
| 5 Year | - | 8.14% | 8.14% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | - | -12.18% | -12.18% |
| 3 Year | - | 5.7% | 5.7% |
| 5 Year | - | 10.72% | 10.72% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 9.94% | 11.11% | 11.11% |
| 3 Year | - | 8.3% | 8.3% |
| 5 Year | - | 7.28% | 7.28% |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | - | 15.29% | 15.29% |
| Sharp | - | 0.24% | 0.24% |
| Beta | - | 0.98% | 0.98% |
| Alpha | - | -0.63% | -0.63% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Trupti Agrawal | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| Total AUM | ₹0 Cr | ₹2153 Cr | ₹2153 Cr |
| Fund Manage | 7 | 3 | 3 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 6.92 | 1.99 | 1.99 |
| Small Cap | 26.17 | 30.89 | 30.89 |
| Large Cap | 60.84 | 59.97 | 59.97 |
| Mid Cap | 6.07 | 7.16 | 7.16 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 6.92 | 1.99 | 1.99 |
| Capital Markets | 13.9 | 7.96 | 7.96 |
| Finance | 18.28 | 29.36 | 29.36 |
| Insurance | 6.62 | 1.11 | 1.11 |
| Banks | 52.03 | 59.59 | 59.59 |
| Financial Technology (Fintech) | 1.29 | - | - |
| Commercial Services & Supplies | 0.96 | - | - |
Top Comparisons
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns20.05%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns18.93%
Tata Liquid Fund -Regular Plan - Growth Option
3Y Returns6.52%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.57%
SBI Small Cap Fund - Regular Plan - Growth
3Y Returns14.97%
LIC MF Small Cap Fund Regular - Growth
3Y Returns17.69%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns22.47%
Quant Infrastructure Fund - Growth Option
3Y Returns17.84%
