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WhiteOak Capital Banking & Financial Services Fund vs Nippon India Banking and Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹314 Cr | ₹6226 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Feb 2024 | 26 May 2003 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | NIFTY 50 TRI |
| Turn Over | % | 38% |
| Expense Ratio | 2.39 | 1.88 |
| Manager | Trupti Agrawal | Vinay Sharma |
| ISIN Code | INF03VN01852 | INF204K01927 |
| 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 | Nippon India Banking & Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | -0.2% | 0.67% |
| 6 Month | -2.32% | -3.95% |
| 1 Year | 8.36% | 6.51% |
| 3 Year | - | 15.13% |
| 5 Year | - | 13.73% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | -1.07% |
| 3 Year | - | 14.58% |
| 5 Year | - | 19.37% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 9.94% | 21.65% |
| 3 Year | - | 18.64% |
| 5 Year | - | 17.19% |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | - | 14.243% |
| Sharp | - | 0.59% |
| Beta | - | 0.908% |
| Alpha | - | 5.37% |
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Fund Managers
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
|---|---|---|
| Name | Trupti Agrawal | Vinay Sharma |
| Total AUM | ₹0 Cr | ₹14183 Cr |
| Fund Manage | 7 | 3 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 6.92 | 0.82 |
| Small Cap | 26.17 | 11.07 |
| Large Cap | 60.84 | 77.26 |
| Mid Cap | 6.07 | 10.85 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 6.92 | 0.82 |
| Capital Markets | 13.9 | - |
| Finance | 18.28 | - |
| Insurance | 6.62 | 8.13 |
| Banks | 52.03 | - |
| Financial Technology (Fintech) | 1.29 | - |
| Commercial Services & Supplies | 0.96 | - |
| Financial | - | 89.48 |
| Services | - | 1.57 |
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