WhiteOak Capital Banking & Financial Services Fund vs Quant BFSI Fund Regular compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Quant BFSI Fund Regular - Growth
Chart Comparison
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹171 Cr | ₹619 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹0 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Feb 2024 | 05 Jun 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open-ended |
| Benchmark | NiftyFinancialServices TRI | NIFTY Financial Services TRI |
| Turn Over | % | % |
| Expense Ratio | 2.37 | 2.32 |
| Manager | Trupti Agrawal | Sanjeev Sharma |
| ISIN Code | INF03VN01852 | INF966L01CA6 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 1%, if redeemed within 15 days./365 |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.54% | -1.1% |
| 6 Month | 13.76% | 8.94% |
| 1 Year | - | 51.67% |
| 3 Year | - | - |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.44% | 24.32% |
| 3 Year | 3.44% | 27.5% |
| 5 Year | 3.44% | 27.5% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.57% | 28.15% |
| 3 Year | 8.57% | 28.15% |
| 5 Year | 8.57% | 28.15% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Trupti Agrawal | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Fund Manage | 7 | 22 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Quant BFSI Fund Regular - Growth |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Large Cap | 68.67 | 51.5 |
| Small Cap | 20.63 | 20.71 |
| Others | 7.55 | 27.79 |
| Mid Cap | 3.17 | - |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Financial | 94.2 | 68.77 |
| Others | -0.38 | -0.48 |
| Services | 3.3 | - |
| Insurance | 1.76 | 16.82 |
| Technology | 1.14 | - |
| Energy | - | 14.89 |
Top Comparisons
Kotak Gilt-Investment Regular-Growth
3Y Returns5.51%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.51%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns16.2%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns21.46%
Kotak Flexicap Fund - Growth
3Y Returns16.21%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns14.63%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns5.44%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns5.56%