WhiteOak Capital Banking & Financial Services Fund vs UTI Banking and Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
| 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) | ₹171 Cr | ₹1141 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹0 | ₹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 | 2.37 | 2.23 |
| Manager | Trupti Agrawal | Preethi R S |
| ISIN Code | INF03VN01852 | INF789F01372 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 1%, if redeemed within 30 days./365 |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.54% | 1.54% |
| 6 Month | 13.76% | 13.15% |
| 1 Year | - | 25.86% |
| 3 Year | - | 14.79% |
| 5 Year | - | 13.62% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.44% | 9.81% |
| 3 Year | 3.44% | 27.72% |
| 5 Year | 3.44% | 51.42% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.57% | 17.09% |
| 3 Year | 8.57% | 43.58% |
| 5 Year | 8.57% | 60.16% |
| 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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| 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 |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.55 | 1.62 |
| Large Cap | 68.67 | 67.14 |
| Small Cap | 20.63 | 20.11 |
| Mid Cap | 3.17 | 11.15 |
| Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Financial | 94.2 | 94.29 |
| Others | -0.38 | 1.21 |
| Insurance | 1.76 | 3.5 |
| Technology | 1.14 | - |
| Services | 3.3 | 1.02 |
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