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) | ₹171 Cr | ₹2228 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹0 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 06 Feb 2024 | 18 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 | 2.37 | 1.99 |
Manager | Trupti Agrawal | Amey Sathe |
ISIN Code | INF03VN01852 | INF277K01Y86 |
Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 0.25% if redeemed within 30 days./365 |
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
---|---|---|
1 Month | 1.54% | 6.22% |
6 Month | 13.76% | 14.11% |
1 Year | - | 21.38% |
3 Year | - | 14.09% |
5 Year | - | 16.4% |
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.44% | 8.04% |
3 Year | 3.44% | 28.88% |
5 Year | 3.44% | 52.45% |
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
---|---|---|
1 Year | 8.57% | 17.17% |
3 Year | 8.57% | 44.35% |
5 Year | 8.57% | 60.84% |
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Tata Banking And Financial Services Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 15.02% |
Sharp | - | 0.62% |
Beta | - | 0.92% |
Alpha | - | 3% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 68.67 | 57.88 |
Small Cap | 20.63 | 28.52 |
Others | 7.55 | 3.23 |
Mid Cap | 3.17 | 10.37 |
Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
---|---|---|
Financial | 94.2 | 89.4 |
Others | -0.38 | 3.23 |
Services | 3.3 | 2.21 |
Insurance | 1.76 | 4 |
Technology | 1.14 | - |
Healthcare | - | 1.16 |
Top Comparisons
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns12.39%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.7%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns31.24%
HSBC Infrastructure Fund - Regular Growth
3Y Returns33.91%
PGIM India Global Equity Opportunities Fund - Growth
3Y Returns3.44%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns10.61%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%