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 314.43 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 0.68%. 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 Icici Bank, Hdfc Bank, Kotak Mahindra Bank & Clearing Corporation Of India Ltd.

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

Some of the similar funds are LIC MF Banking & 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%.