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
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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