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) | ₹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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