WhiteOak Capital Banking & Financial Services Fund vs UTI Banking and Financial Services Fund compare

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tortoise-icon WhiteOak Capital Banking & Financial Services Fund-Reg (G)

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tortoise-icon UTI Banking and Financial Services Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Fund WhiteOak Capital Banking & Financial Services Fund-Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹282 Cr ₹1159 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 06 Feb 2024 01 Aug 2005
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NiftyFinancialServices TRI Nifty Financial Services TRI
Turn Over % 20%
Expense Ratio 2.38 2.2
Manager Trupti Agrawal Preethi R S
ISIN Code INF03VN01852 INF789F01372
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 UTI Banking and Financial Services Fund - Growth charges 1.0% 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) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Month 2.88% 1.53%
6 Month 8.19% 3.23%
1 Year - 10.73%
3 Year - 14.82%
5 Year - 10.7%

SIP Return Analysis

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month - -
1 Year - 9.64%
3 Year - 17%
5 Year - 17.61%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year - 14.8%
3 Year - 13.37%
5 Year - 11.82%

Risk Management

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation - 14.94%
Sharp - 0.62%
Beta - 0.92%
Alpha - 2.98%

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Fund Managers

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Name Trupti Agrawal Preethi R S
Total AUM ₹0 Cr ₹1002 Cr
Fund Manage 7 1
WhiteOak Capital Banking & Financial Services Fund-Reg (G) UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

WhiteOak Capital Banking & Financial Services Fund-Reg (G)

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Others 6.92 1.06
Small Cap 26.17 16.92
Large Cap 60.84 66.66
Mid Cap 6.07 15.37

Sector Allocation

Scheme Name

WhiteOak Capital Banking & Financial Services Fund-Reg (G)

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Others 6.92 1.06
Capital Markets 13.9 10.68
Finance 18.28 24.2
Insurance 6.62 8.76
Banks 52.03 55.31
Financial Technology (Fintech) 1.29 -
Commercial Services & Supplies 0.96 -

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