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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
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) | ₹314 Cr | ₹6556 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Feb 2024 | 26 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 | 2.39 | 1.81 |
| Manager | Trupti Agrawal | Pradeep Kesavan |
| ISIN Code | INF03VN01852 | INF200KA1473 |
| Exits Load | WhiteOak Capital Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 9.16% | 7.72% |
| 6 Month | -2.22% | -2.01% |
| 1 Year | 16.87% | 17.44% |
| 3 Year | - | 18.5% |
| 5 Year | - | 23.62% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.61% | 1.63% |
| 1 Year | 8.04% | 7.35% |
| 3 Year | - | 19.06% |
| 5 Year | - | 18.16% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.48% | 17.48% |
| 3 Year | - | 14.93% |
| 5 Year | - | 13.34% |
Risk Management
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.062% |
| Sharp | - | 0.684% |
| Beta | - | 0.84% |
| Alpha | - | 5.666% |
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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 |
| Funds Managed | 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 | 11.27 | 14.28 |
| Small Cap | 23.09 | 14.09 |
| Large Cap | 58.51 | 55.18 |
| Mid Cap | 7.12 | 16.45 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.54 | 14.28 |
| Financial Services | 86.15 | 85.72 |
| Technology | 2.69 | - |
| Industrials | 0.63 | - |
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