Compare
NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Sectoral/ Thematic median (252 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 07 Feb 2024 – 20 Aug 2026, limited by WhiteOak Capital Banking & Financial Services Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | WhiteOak Capital Banking & Financial Services Fund | Nifty Bank |
|---|---|---|
| 07 Feb 2024 | ₹100.00 | ₹100.00 |
| 24 Apr 2024 | ₹100.83 | ₹105.17 |
| 10 Jul 2024 | ₹110.84 | ₹113.90 |
| 25 Sep 2024 | ₹119.89 | ₹118.08 |
| 11 Dec 2024 | ₹118.76 | ₹116.53 |
| 26 Feb 2025 | ₹108.18 | ₹106.09 |
| 15 May 2025 | ₹123.59 | ₹120.81 |
| 31 Jul 2025 | ₹126.50 | ₹122.14 |
| 16 Oct 2025 | ₹131.50 | ₹125.33 |
| 01 Jan 2026 | ₹134.49 | ₹130.32 |
| 19 Mar 2026 | ₹121.54 | ₹116.66 |
| 04 Jun 2026 | ₹125.91 | ₹118.53 |
| 20 Aug 2026 | ₹136.74 | ₹125.49 |
| Metric | WhiteOak Capital · Direct NAV ₹13.70 Very High risk ★★★☆☆ 1Y | Category median Sectoral/ Thematic · 252 funds |
|---|---|---|
| +6.41% | +7.23% | |
| — | +16.94% | |
| — | +14.70% | |
| — | +15.10% | |
| +13.15% | +14.07% | |
| +11.45% | — | |
| — | +17.59% | |
| — | +16.29% | |
| — | +16.00% | |
| Risk | ||
| 16.30% | 15.69% | |
| -0.01 | 0.52 | |
| -0.01 | 0.73 | |
| -16.19% | -23.08% | |
| Nifty Bank | — | |
| +4.62% | +4.66% | |
| 0.90 | 0.96 | |
| 95.4% | 109.1% | |
| 66.3% | 91.0% | |
| 1.06% | 1.14% | |
| ₹652.60Cr | ₹1,161Cr | |
| None | — | |
| None | — | |
| ₹100 | — | |
| ₹500 | — | |
| 188% | 45% | |
| Piyush Baranwal | — | |
| 07 Feb 2024 | — | |
| 49 | — | |
| 47.0% | — | |
| 0.1% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.