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) | ₹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 |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.97% | -5.14% |
| 6 Month | -2.47% | -4.78% |
| 1 Year | - | 6.16% |
| 3 Year | - | 11.46% |
| 5 Year | - | 9.74% |
| Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | -0.11% |
| 3 Year | - | 13.06% |
| 5 Year | - | 15.22% |
| 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% |
| 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 | 6.92 | 1.06 |
| Small Cap | 26.17 | 16.92 |
| Large Cap | 60.84 | 66.66 |
| Mid Cap | 6.07 | 15.37 |
| 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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