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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) ₹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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