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% |
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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 |
|---|---|---|
| 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 |
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