- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 Risk | Very High Risk |
| 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 | -0.2% | -0.52% |
| 6 Month | -2.32% | -2.19% |
| 1 Year | 8.36% | 11.38% |
| 3 Year | - | 14.64% |
| 5 Year | - | 11.95% |
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 | - | 1.57% |
| 3 Year | - | 15.99% |
| 5 Year | - | 16.86% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.94% | 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 | - | 13.433% |
| Sharp | - | 0.611% |
| Beta | - | 0.852% |
| Alpha | - | 5.356% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.92 | 11.6 |
| Small Cap | 26.17 | 15.2 |
| Large Cap | 60.84 | 53.93 |
| Mid Cap | 6.07 | 19.27 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.92 | 11.6 |
| Capital Markets | 13.9 | 5.39 |
| Finance | 18.28 | 18.54 |
| Insurance | 6.62 | 4.98 |
| Banks | 52.03 | 57.27 |
| Financial Technology (Fintech) | 1.29 | 2.22 |
| Commercial Services & Supplies | 0.96 | - |
Top Comparisons
ICICI Prudential Credit Risk Fund - Growth
3Y Returns6.92%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns6.23%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.6%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.56%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns6.82%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns6.82%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns5.53%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns6.05%
