WhiteOak Capital Banking & Financial Services Fund vs SBI Banking & Financial Services Fund compare

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tortoise-icon WhiteOak Capital Banking & Financial Services Fund-Reg (G)

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tortoise-icon SBI Banking & Financial Services Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 ₹100 ₹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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) SBI Banking & Financial Services Fund - Regular Plan - Growth
1 Year - 17.41%
3 Year - 14.91%
5 Year - 13.33%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

WhiteOak Capital Banking & Financial Services Fund-Reg (G)

SBI Banking & Financial Services Fund - Regular Plan - Growth

Others 7.55 6.86
Large Cap 68.67 67.25
Small Cap 20.63 8.37
Mid Cap 3.17 17.5

Sector Allocation

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
Insurance 1.76 4.06
Technology 1.14 -
Services 3.3 -

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