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WhiteOak Capital Banking & Financial Services Fund
EquitySectoral-Banking & Financial Services
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Risk
Very High
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Rating
-
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Min SIP Amount
₹100
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Expense Ratio
2.72
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NAV
₹13.08
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Fund Started
16 Jan 2024
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Fund Size
₹665.02 Cr
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Exit Load
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1 Year
-2.42%
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3 Year
-
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5 Year
-
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Equity
92.83%
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Cash
-0.20%
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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% |
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Name
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Start Date
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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.
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Launch Date
16 Jan 2024
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