WhiteOak Capital Banking & Financial Services Fund vs Tata Banking And Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Tata Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹282 Cr | ₹2374 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Feb 2024 | 28 Dec 2015 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NiftyFinancialServices TRI | Nifty Financial Services TRI |
| Turn Over | % | 10.36% |
| Expense Ratio | 2.38 | 1.97 |
| Manager | Trupti Agrawal | Amey Sathe |
| ISIN Code | INF03VN01852 | INF277K01Y86 |
| 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 | Tata Banking And Financial Services Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.19% | 0.41% |
| 6 Month | 6.67% | 2.23% |
| 1 Year | - | 10.73% |
| 3 Year | - | 16.6% |
| 5 Year | - | 12.4% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 9.1% |
| 3 Year | - | 17.43% |
| 5 Year | - | 17.33% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | - | 17.42% |
| 3 Year | - | 13.7% |
| 5 Year | - | 14.01% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 15.02% |
| Sharp | - | 0.64% |
| Beta | - | 0.96% |
| Alpha | - | 3.82% |
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| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Name | Trupti Agrawal | Amey Sathe |
| Total AUM | ₹0 Cr | ₹11910 Cr |
| Fund Manage | 7 | 4 |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.92 | 1.36 |
| Small Cap | 26.17 | 27.66 |
| Large Cap | 60.84 | 57.08 |
| Mid Cap | 6.07 | 13.9 |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.92 | 1.36 |
| Capital Markets | 13.9 | 6.84 |
| Finance | 18.28 | 20.77 |
| Insurance | 6.62 | 7.28 |
| Banks | 52.03 | 61.74 |
| Financial Technology (Fintech) | 1.29 | 2.01 |
| Commercial Services & Supplies | 0.96 | - |
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