Quant Active Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Quant Multi Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Multi Cap Fund-Growth |
---|---|---|
Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Multi Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹1893 Cr | ₹9863 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 22 Sep 2023 | 04 Apr 2001 |
Category | Multi Cap | Multi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
Turn Over | % | % |
Expense Ratio | 2.06 | 1.73 |
Manager | Piyush Baranwal | Sanjeev Sharma |
ISIN Code | INF03VN01795 | INF966L01234 |
Exits Load | WhiteOak Capital Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant Active Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Multi Cap Fund-Growth |
---|---|---|
1 Month | 3.64% | 2.39% |
6 Month | 0.99% | -1.95% |
1 Year | 11.24% | -10.29% |
3 Year | - | 19.56% |
5 Year | - | 28.25% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Multi Cap Fund-Growth |
---|---|---|
6 Month | 12.17% | 9.17% |
1 Year | 16.81% | 1.79% |
3 Year | - | 13.12% |
5 Year | - | 17.56% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Multi Cap Fund-Growth |
---|---|---|
1 Year | 18.71% | 17.14% |
3 Year | - | 20.43% |
5 Year | - | 18.98% |
Risk Management
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Multi Cap Fund-Growth |
---|---|---|
Standard Deviation | - | 17.19% |
Sharp | - | 0.474% |
Beta | - | 1.132% |
Alpha | - | -0.949% |
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Fund Managers
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Multi Cap Fund-Growth |
---|---|---|
Name | Piyush Baranwal | Sanjeev Sharma |
Total AUM | ₹5379 Cr | ₹39731 Cr |
Funds Managed | 9 | 22 |
WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Multi Cap Fund-Growth |
Market Cap
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Quant Multi Cap Fund-Growth |
---|---|---|
Others | 16.67 | 12.03 |
Large Cap | 31.68 | 36.9 |
Mid Cap | 23.91 | 25.25 |
Small Cap | 27.74 | 25.82 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Quant Multi Cap Fund-Growth |
---|---|---|
Others | 8.82 | 9.68 |
Communication Services | 4.04 | 2.45 |
Energy | 3.22 | 16.7 |
Industrials | 12.95 | 16.39 |
Financial Services | 28.56 | 12.24 |
Technology | 9.58 | 1.01 |
Basic Materials | 3.92 | 4.28 |
Healthcare | 10.38 | 8.73 |
Consumer Cyclical | 11.66 | 8.74 |
Real Estate | 3.03 | 3.78 |
Utilities | 0.89 | 5.12 |
Consumer Defensive | 2.95 | 10.88 |
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