White Oak Capital Mutual Fund vs Bajaj Finserv Mutual Fund SIP Comparison

Compare SIP returns, minimum investments, and top schemes to make an informed decision

White Oak Capital Mutual Fund

Minimum Investment

1000

Average Return

14.5%

Top Schemes

White Oak Capital Large Cap Fund

White Oak Capital Flexi Cap Fund

White Oak Capital Small Cap Fund

Key Features

Veteran fund managers

High-conviction portfolios

Strong stock selection

Premium positioning

Bajaj Finserv Mutual Fund

Minimum Investment

1000

Average Return

12.3%

Top Schemes

Bajaj Finserv Large Cap Fund

Bajaj Finserv Flexi Cap Fund

Bajaj Finserv Multi Asset Allocation Fund

Key Features

Bajaj Group backing

Strong financial services network

Modern technology platform

Multi-asset expertise

Calculate SIP Returns for Both

Calculate with White Oak

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹1,20,000

Est. Returns

₹1,50,224

Total Value

₹2,70,224

Invested Amount: 1,20,000
Estimated Returns: 1,50,224
Total Value: 2,70,224

SIP Growth Projection

Calculate with Bajaj

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹1,20,000

Est. Returns

₹1,16,534

Total Value

₹2,36,534

Invested Amount: 1,20,000
Estimated Returns: 1,16,534
Total Value: 2,36,534

SIP Growth Projection

White Oak Capital Mutual Fund vs Bajaj Finserv Mutual Fund: Which is Better for SIP?

New-age fund house started by veteran fund managers with strong track record. Known for concentrated portfolios and high-conviction stock selection.

Backed by Bajaj Finserv Ltd., one of India's leading financial services companies. New entrant with strong parentage and ambitious growth plans.

Making Your Choice

Both White Oak and Bajaj are reputable mutual fund houses in India. Your choice should depend on your investment goals, minimum investment capacity, and preference for specific fund categories. Consider factors like minimum investment amount, average returns, fund options, and the institution's track record.

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