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 | - | - |
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Get Free Experts GuidanceScheme 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 |
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