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WhiteOak Capital Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

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

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tortoise-icon Sundaram Financial Services Opportunities 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) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund WhiteOak Capital Banking & Financial Services Fund-Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹314 Cr ₹1386 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 06 Feb 2024 10 Jun 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NiftyFinancialServices TRI Nifty Financial Services TRI
Turn Over % 58%
Expense Ratio 2.39 2.14
Manager Trupti Agrawal Rohit Seksaria
ISIN Code INF03VN01852 INF903J01629
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 Sundaram Financial Services Opportunities Fund - 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) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 6.75% 6.84%
6 Month -3.98% -6.75%
1 Year 13.24% 8.24%
3 Year - 17.98%
5 Year - 25.23%

SIP Return Analysis

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 1.61% -0.1%
1 Year 8.04% -2.09%
3 Year - 16.3%
5 Year - 18.22%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 8.48% 15.9%
3 Year - 13.42%
5 Year - 13.25%

Risk Management

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation - 14.334%
Sharp - 0.693%
Beta - 0.933%
Alpha - 6.306%

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Fund Managers

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name Trupti Agrawal Rohit Seksaria
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 7 15
WhiteOak Capital Banking & Financial Services Fund-Reg (G) Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Market Cap

Scheme Name

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

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 11.27 9.68
Small Cap 23.09 25.26
Large Cap 58.51 59.16
Mid Cap 7.12 5.9

Sector Allocation

Scheme Name

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

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Others 10.54 5.61
Financial Services 86.15 94.39
Technology 2.69 -
Industrials 0.63 -

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