WhiteOak Capital Banking & Financial Services Fund - Regular Growth
12.84
-
-
-
16.62
Nifty Financial Services TRI
12.7
18.65
20.4
13.86
17.7
Equity: Sectoral-Banking and Financial Services
9.73
20.82
21.93
12.38
15.73
Yearly Performance (%)
Nav Movement
Fund Managers
Trupti Agrawal
Investment 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 and companies engaged in Financial Services Sector. There is no assurance that the investment objective of the Scheme will be achieved
Returns Calculator for
WhiteOak Capital Banking & Financial Services Fund - Regular Growth
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
WhiteOak Capital Banking & Financial Services Fund - Regular Growth
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
WhiteOak Capital Banking & Financial Services Fund - Regular Growth