WhiteOak Capital Banking & Financial Services Fund vs LIC MF Banking And Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Invest NowLIC MF Banking & Financial Services Fund Regular-Growth
Invest NowLIC MF Banking And Financial Services Fund-Regular Plan-Growth
Invest NowChart Comparison
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 | Very High | Very High |
Asset Size (Cr) | ₹171 Cr | ₹303 Cr | ₹303 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹0 | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 06 Feb 2024 | 23 Mar 2015 | 23 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 | 2.37 | 2.42 | 2.42 |
Manager | Trupti Agrawal | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
ISIN Code | INF03VN01852 | INF767K01NH2 | INF767K01NH2 |
Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days./365 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days./365 |
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 | 1.54% | 5.03% | 5.03% |
6 Month | 13.76% | 14.11% | 14.11% |
1 Year | - | 13.06% | 13.06% |
3 Year | - | 10.68% | 10.68% |
5 Year | - | 13.46% | 13.46% |
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 | 3.44% | 6.75% | 6.75% |
3 Year | 3.44% | 26.01% | 26.01% |
5 Year | 3.44% | 48.26% | 48.26% |
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 | 8.57% | 15.71% | 15.71% |
3 Year | 8.57% | 42.04% | 42.04% |
5 Year | 8.57% | 55.94% | 55.94% |
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 | - | 0.44% | 0.44% |
Beta | - | 0.99% | 0.99% |
Alpha | - | 2.92% | 2.92% |
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Get Free Experts GuidanceScheme 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 |
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 | 7.55 | 2.95 | 2.95 |
Large Cap | 68.67 | 58.37 | 58.37 |
Small Cap | 20.63 | 20.14 | 20.14 |
Mid Cap | 3.17 | 18.55 | 18.55 |
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 |
---|---|---|---|
Financial | 94.2 | 95.22 | 95.22 |
Others | -0.38 | 1.8 | 1.8 |
Insurance | 1.76 | - | - |
Technology | 1.14 | - | - |
Services | 3.3 | - | - |
Healthcare | - | 2.99 | 2.99 |
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