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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 | Very High |
| 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 | 6.75% | 4.89% |
| 6 Month | -3.98% | -5.46% |
| 1 Year | 13.24% | 9.89% |
| 3 Year | - | 16.25% |
| 5 Year | - | 29.1% |
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 | 1.61% | 1.54% |
| 1 Year | 8.04% | 4.66% |
| 3 Year | - | 16.96% |
| 5 Year | - | 20.24% |
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 | 8.48% | 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 | - | 13.71% |
| Sharp | - | 0.705% |
| Beta | - | 0.887% |
| Alpha | - | 6.22% |
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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 |
| Funds Managed | 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 | 11.27 | 1.15 |
| Small Cap | 23.09 | 13.55 |
| Large Cap | 58.51 | 68.88 |
| Mid Cap | 7.12 | 16.41 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 10.54 | 1.15 |
| Financial Services | 86.15 | 96.09 |
| Technology | 2.69 | 2.76 |
| Industrials | 0.63 | - |
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