WhiteOak Capital Banking & Financial Services Fund vs Nippon India Banking and Financial Services Fund compare

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tortoise-icon WhiteOak Capital Banking & Financial Services Fund-Reg (G)

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tortoise-icon Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
Asset Size (Cr) ₹282 Cr ₹6238 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 2.38 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 2.88% 0.35%
6 Month 8.19% 2.93%
1 Year - 9.14%
3 Year - 17.93%
5 Year - 13.83%

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 - 7.54%
3 Year - 18.26%
5 Year - 21.18%

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 - 21.95%
3 Year - 18.76%
5 Year - 17.3%

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 - 14.79%
Sharp - 0.79%
Beta - 0.95%
Alpha - 1.92%

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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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