- Mutual Funds
- WhiteOak Capital Mutual Fund
- WhiteOak Capital Banking & Financial Services Fund Direct Growth
WhiteOak Capital Banking & Financial Services Fund Direct Plan Growth
₹ 12.21
NAV (May 05)
17.359%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information
Investment Objective
The Scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of banks & companies engaged in Financial Services Sector.
Expense Ratio | 0.68 % |
Launched 1Y ago | 2024-02-06 |
AUM in Crores | 359.8 |
ISIN | INF03VN01860 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Financial Services Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
21.58%ICICI Bank Ltd.
13.5%ICICI Securities Ltd.
9.41%Kotak Mahindra Bank Ltd.
7.09%State Bank of India
6.33%See all holdings
Allocation by Sector
Financial
87.3%Services
7.04%Insurance
4.75%See all sectors
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 16,217 cr | ||
₹ 27,730 cr |
Frequently Asked Questions
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