WhiteOak Capital Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
| 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) | ₹171 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 | 2.37 | 2.11 |
| Manager | Trupti Agrawal | Rohit Seksaria |
| ISIN Code | INF03VN01852 | INF903J01629 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.19% | -5.28% |
| 6 Month | 9.09% | 2.91% |
| 1 Year | - | 16.95% |
| 3 Year | - | 15.2% |
| 5 Year | - | 14.99% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 12.05% |
| 3 Year | - | 21.82% |
| 5 Year | - | 21.07% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | - | 16.22% |
| 3 Year | - | 13.25% |
| 5 Year | - | 13.15% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.56% |
| Sharp | - | 0.9% |
| Beta | - | 0.9% |
| Alpha | - | 6.92% |
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| 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 |
| Fund Manage | 7 | 15 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.55 | 5.02 |
| Large Cap | 68.67 | 58.86 |
| Small Cap | 20.63 | 29.57 |
| Mid Cap | 3.17 | 6.67 |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Financial | 94.2 | - |
| Others | -0.38 | 5.02 |
| Insurance | 1.76 | 2.28 |
| Technology | 1.14 | - |
| Services | 3.3 | - |
| Finance | - | 23.92 |
| Banks | - | 60.7 |
| Capital Markets | - | 7.17 |
| Financial Technology (Fintech) | - | 1.03 |
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