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% |
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| Scheme 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 | - |
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