WhiteOak Capital Banking & Financial Services Fund Direct Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

The primary objective of 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. However, there can be no assurance that the investment objective of the Scheme will be realized.

The WhiteOak Capital Banking & Financial Services Fund Direct Growth has an AUM of 568.57 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.67%. The minimum investment in WhiteOak Capital Banking & Financial Services Fund Direct Growth is Rs 500 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, State Bank of India, ICICI Bank & Kotak Mahindra Bank.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Insurance (Life) & Investment Services.

Some of the similar funds are Baroda BNP Paribas Banking and Financial Services Fund Direct Growth, ITI Banking and Financial Services Fund Direct Growth, Bandhan Financial Services Fund Direct Growth, Quant BFSI Fund Direct Growth, WhiteOak Capital Banking & Financial Services Fund Direct Growth. WhiteOak Capital Banking & Financial Services Fund Direct Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.