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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) | ₹2167 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 | -0.99% | -4.87% |
| 6 Month | 14.8% | 6.05% |
| 1 Year | 9.24% | -13.79% |
| 3 Year | - | 12.67% |
| 5 Year | - | 23.06% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Multi Cap Fund-Growth |
|---|---|---|
| 6 Month | 5.88% | -0.6% |
| 1 Year | 10.75% | -7.9% |
| 3 Year | - | 6.66% |
| 5 Year | - | 12.99% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Multi Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.35% | 16.85% |
| 3 Year | - | 20.14% |
| 5 Year | - | 19.12% |
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% |
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 | 17.47 | 14.73 |
| Large Cap | 29.96 | 33.22 |
| Mid Cap | 23.61 | 27.6 |
| Small Cap | 28.95 | 24.44 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Quant Multi Cap Fund-Growth |
|---|---|---|
| Others | 7.38 | 13.17 |
| Communication Services | 4.02 | 2.8 |
| Energy | 2.81 | 12.99 |
| Industrials | 14.07 | 16.29 |
| Financial Services | 27.87 | 12.03 |
| Technology | 8.64 | 1.33 |
| Basic Materials | 4.36 | 3.4 |
| Healthcare | 10.85 | 8.77 |
| Consumer Cyclical | 12.05 | 9.58 |
| Real Estate | 3.68 | 3.89 |
| Utilities | 0.68 | 5.5 |
| Consumer Defensive | 3.58 | 10.25 |
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