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Fund Facts
  • Name of Fund:
    WhiteOak Capital Banking & Financial Services
  • Opening:
    16th January 2024
  • Closing:
    30th January 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Minimum of Rs. 500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/ switched-out within 1 month from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

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.

  • Benchmark:

  • NIFTY Financial Services

  • Fund Manager:

  • Trupti Agrawal, Piyush Baranwal, Ramesh Mantri, Shariq Merchant

Asset Allocation

80-100% Equity
upto 20% Money Market
Comparable existing schemes
Taurus Banking and Financial Services Fund 9.77(6M) 23.18(1Y)
SBI Banking & Financial Services Fund 14.88(6M) 30.49(1Y)

Fund Prognosis

Idea Distiller

Financial and the allied services are seemingly a place where value exists. And coupled with rapid gdp growth, this could get bigger.

  • Fund House AAUM:

  • Rs 631079.04 Lakhs(as on 31st December 2023)

  • Fund Manager:

  • Combined experience of above 20 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

If you are a risk taker then sure. This sector, although the index remains flattish, could provide decent management alpha.