WhiteOak Capital Banking & Financial Services Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

It is better to invest in a fund with a longer track record as WhiteOak Capital Banking & Financial Services Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark Nifty Financial Services, as the Funds portfolio is similar to its benchmark.

The process for redemption is

• Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
• You will get information about the redemption and the NAV at which redeemed.
• The amount will be deposited in the designated bank account.

The AUM of WhiteOak Capital Banking & Financial Services Fund - Growth - Direct Plan is currently ₹302 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and ICICI Securities and account for 36% of its portfolio. Top 5 and 10 stocks of fund account for 47% and 60% of fund’s portfolio respectively.

Top three sectors of WhiteOak Capital Banking & Financial Services Fund - Growth - Direct Plan fund are BFSI, Others and IT accounting for 99% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Sectoral Fund - Banks & Financial Service it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of WhiteOak Capital Banking & Financial Services Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Banks & Financial Service.

Trupti Agrawal and Ramesh Mantri manage the WhiteOak Capital Banking & Financial Services Fund - Growth - Direct Plan Fund.

WhiteOak Capital Banking & Financial Services Fund - Growth - Direct Plan current PE ratio is 24.33 and PB ratio is 4.27

The asset allocation of WhiteOak Capital Banking & Financial Services Fund - Growth - Direct Plan is Stocks : 86.16%, Debt : 13.82% and Gold : 0%

The minimum SIP amount for WhiteOak Capital Banking & Financial Services Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for WhiteOak Capital Banking & Financial Services Fund - Growth - Direct Plan is 1% on or before 1 months, Nil after 1 months