WhiteOak Capital Banking & Financial Services Fund vs SBI Banking & Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
SBI Banking & Financial Services Fund - Regular Plan - Growth
Chart Comparison
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹171 Cr | ₹5858 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹0 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 06 Feb 2024 | 01 Feb 2015 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | NiftyFinancialServices TRI | Nifty Financial Services TRI |
Turn Over | % | 84% |
Expense Ratio | 2.37 | 1.82 |
Manager | Trupti Agrawal | Pradeep Kesavan |
ISIN Code | INF03VN01852 | INF200KA1473 |
Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 0.50% if redeemed within 30 days./365 |
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.54% | 0.69% |
6 Month | 13.76% | 16.59% |
1 Year | - | 33.66% |
3 Year | - | 15.66% |
5 Year | - | 16.63% |
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.44% | 13.85% |
3 Year | 3.44% | 32.19% |
5 Year | 3.44% | 56.99% |
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.57% | 18.33% |
3 Year | 8.57% | 45.65% |
5 Year | 8.57% | 65.44% |
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 14.44% |
Sharp | - | 0.68% |
Beta | - | 0.84% |
Alpha | - | 4% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
Name | Trupti Agrawal | Pradeep Kesavan |
Total AUM | ₹0 Cr | ₹434274 Cr |
Fund Manage | 7 | 43 |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
Large Cap | 68.67 | 67.25 |
Small Cap | 20.63 | 8.37 |
Others | 7.55 | 6.86 |
Mid Cap | 3.17 | 17.5 |
Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
---|---|---|
Financial | 94.2 | 93.62 |
Others | -0.38 | 2.3 |
Services | 3.3 | - |
Insurance | 1.76 | 4.06 |
Technology | 1.14 | - |
Top Comparisons
Kotak Consumption Fund - Regular (G)
3Y Returns0%
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns22.46%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns5.94%
Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option
3Y Returns5.31%
HDFC Infrastructure Fund - Growth Plan
3Y Returns38.33%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns36.02%
DSP Savings Fund - Regular Plan - Growth
3Y Returns5.7%
HSBC Money Market Fund - Regular Growth
3Y Returns5.64%