White Oak Capital Mutual Fund vs IDFC FIRST Bank 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

IDFC FIRST Bank Mutual Fund

Minimum Investment

100

Average Return

12.3%

Top Schemes

IDFC Flexi Cap Fund

IDFC Corporate Bond Fund

IDFC Tax Advantage Fund

Key Features

Very low minimum investment

Zero-fee banking integration

Digital-savvy platform

Customer-first approach

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 IDFC First

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹12,000

Est. Returns

₹11,653

Total Value

₹23,653

Invested Amount: 12,000
Estimated Returns: 11,653
Total Value: 23,653

SIP Growth Projection

White Oak Capital Mutual Fund vs IDFC FIRST Bank 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.

IDFC FIRST Bank Mutual Fund offers customer-first approach with competitive returns. Known for low minimum investment and zero-fee banking benefits for customers.

Making Your Choice

Both White Oak and IDFC First 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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