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) | ₹2639 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 | -0.36% | -2.38% |
| 6 Month | 6.11% | -2.32% |
| 1 Year | 3.99% | -8.48% |
| 3 Year | - | 9.06% |
| 5 Year | - | 19.66% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Multi Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.14% | -0.78% |
| 1 Year | 18.35% | 2.6% |
| 3 Year | - | 5.62% |
| 5 Year | - | 10.63% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Multi Cap Fund-Growth |
|---|---|---|
| 1 Year | 13.53% | 16.57% |
| 3 Year | - | 19.37% |
| 5 Year | - | 19.22% |
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 | 17.72 | 25.57 |
| Large Cap | 30.54 | 28.61 |
| Mid Cap | 24.39 | 22.95 |
| Small Cap | 27.35 | 22.87 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Quant Multi Cap Fund-Growth |
|---|---|---|
| Others | 7.32 | 13.91 |
| Communication Services | 4.3 | 2.97 |
| Energy | 2.92 | 11.39 |
| Industrials | 11.96 | 14.74 |
| Financial Services | 28.65 | 16.38 |
| Technology | 9.53 | 1.39 |
| Basic Materials | 4.01 | 3.49 |
| Consumer Defensive | 2.34 | 7.23 |
| Healthcare | 10.42 | 8.64 |
| Consumer Cyclical | 13.21 | 8.78 |
| Real Estate | 5.01 | 3.82 |
| Utilities | 0.32 | 7.27 |
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