Compare Mutual Funds

Insights from Fund Comparison

• Both SBI Automotive Opportunities Fund - Regular (IDCW) and WhiteOak Capital Digital Bharat Fund - Regular (G) are Sectoral / Thematic, Equity schemes. SBI Automotive Opportunities Fund - Regular (IDCW) is 1 yrs 10 m old and manages ₹5,332.87 Crs, whereas WhiteOak Capital Digital Bharat Fund - Regular (G) is 1 yrs 6 m old with ₹389.01 Crs.
• Both funds are fairly comparable in terms of age and size.
• SBI Automotive Opportunities Fund - Regular (IDCW) has its top 3 sectors in Automobile (41.80%), Auto Ancillaries (37.01%), and Castings, Forgings & Fastners (8.86%), while WhiteOak Capital Digital Bharat Fund - Regular (G) focuses on IT - Software (35.40%), E-Commerce/App based Aggregator (21.61%), and Telecom-Service (8.00%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• SBI Automotive Opportunities Fund - Regular (IDCW) holds Mahindra & Mahindra Ltd. (14.53%), Eicher Motors Ltd. (8.11%), TVS Motor Company Ltd. (5.81%), Maruti Suzuki India Ltd. (5.71%), and Bharat Forge Ltd. (4.73%), whereas WhiteOak Capital Digital Bharat Fund - Regular (G) holds Eternal Limited (9.45%), Clearing Corporation of India Ltd (7.70%), Bharti Airtel Limited (5.86%), Persistent Systems Limited (5.51%), and PB Fintech Limited (4.89%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, SBI Automotive Opportunities Fund - Regular (IDCW) has 97.93% equity and 0.09% debt, while WhiteOak Capital Digital Bharat Fund - Regular (G) has 88.93% equity and 3.00% debt.
• SBI Automotive Opportunities Fund - Regular (IDCW) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.