Compare WhiteOak Capital Banking & Financial Services Fund vs Sundaram Financial Services Opportunities Fund
WhiteOak Capital Banking & Financial Services Fund
EquitySectoral-Banking & Financial Services
Sundaram Financial Services Opportunities Fund
EquitySectoral-Banking & Financial Services
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.72
2.18
NAV
₹12.90
₹119.39
Fund Started
16 Jan 2024
17 Apr 2008
Fund Size
₹665.02 Cr
₹1614.20 Cr
Exit Load
-
Exit load of 0.5% if redeemed within 30 days
1 Year
-3.93%
-0.10%
3 Year
-
10.00%
5 Year
-
10.51%
Equity
92.83%
97.58%
Cash
-0.20%
1.35%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 11.77% |
HDFC Bank Ltd. | 7.97% |
Kotak Mahindra Bank Ltd. | 6.43% |
Axis Bank Ltd. | 4.77% |
State Bank of India | 3.46% |
Bajaj Finance Ltd. | 2.98% |
Bajaj Finserv Ltd. | 2.72% |
Five-Star Business Finance Ltd. | 2.60% |
PNB Housing Finance Ltd. | 2.53% |
IIFL Finance Ltd. | 2.39% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 11.11% |
Axis Bank Ltd. | 10.11% |
HDFC Bank Ltd. | 8.40% |
State Bank of India | 7.89% |
Kotak Mahindra Bank Ltd. | 5.87% |
Bajaj Finserv Ltd. | 4.73% |
DCB Bank Ltd. | 4.54% |
PNB Housing Finance Ltd. | 4.38% |
Shriram Finance Ltd | 4.09% |
Bank Of Baroda | 3.83% |
Name
-
-
Start Date
-
-
Description
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.
The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services.
Launch Date
16 Jan 2024
17 Apr 2008
