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Quant Active Fund vs WhiteOak Capital Multi Cap Fund compare

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tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

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tortoise-icon Quant Multi Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2849 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 0.12% -0.29%
6 Month 3.2% -4.3%
1 Year 7.28% -3.18%
3 Year - 10.25%
5 Year - 17.41%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Quant Multi Cap Fund-Growth
6 Month 2.2% -0.59%
1 Year 16.55% 2.61%
3 Year - 5.05%
5 Year - 10.03%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Quant Multi Cap Fund-Growth
1 Year 13.53% 16.44%
3 Year - 19.17%
5 Year - 19.19%

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Quant Multi Cap Fund-Growth
Standard Deviation - 15.95%
Sharp - 0.32%
Beta - 1.08%
Alpha - -7.88%

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 11.56 16.95
Large Cap 31.01 36.37
Small Cap 31.88 26.73
Mid Cap 25.55 19.93

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Quant Multi Cap Fund-Growth

Others 7.78 16.95
Telecom - Services 3.59 1.31
Petroleum Products 1.73 5.79
Capital Markets 4.5 -
IT - Software 5.44 -
Pharmaceuticals & Biotechnology 7.17 7.7
Cement & Cement Products 0.45 -
Other Consumer Services 0.05 -
Construction 0.62 7.05
Finance 6.4 11.1
Consumer Durables 4.09 -
Electrical Equipment 2.43 1.05
Banks 14.14 -
Non - Ferrous Metals 0.42 -
Realty 3.63 2.01
Healthcare Services 3.09 -
Chemicals & Petrochemicals 1.15 0.35
Commercial Services & Supplies 2.23 -
Auto Components 2.27 2.94
Ferrous Metals 0.81 0.61
Leisure Services 2.37 2.25
Transport Infrastructure 1.76 0.91
Industrial Manufacturing 2.34 1.18
Industrial Products 2.54 1.62
IT - Services 1.31 -
Healthcare Equipment & Supplies 1.07 0.58
Automobiles 3.59 1.16
Personal Products 0.84 -
Power 0.28 7.01
Transport Services 0.62 0.1
Insurance 1.83 2.58
Oil 0.6 -
Diversified 0.28 3.33
Food Products 0.69 4.8
Aerospace & Defense 1.76 0.86
Agricultural, Commercial & Construction Vehicles 0.69 -
Retailing 3.48 0.56
Gas 0.32 1.99
Financial Technology (Fintech) 0.84 0.97
Minerals & Mining 0.19 -
Household Products 0.61 -
Fertilizers & Agrochemicals - 1.28
Consumer Services - 1.55
Metals & Minerals Trading - 2.83
Entertainment - 2.06
Textiles & Apparels - 2.87
Agricultural Food & other Products - 2.63

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