Quant Multi Asset Fund vs WhiteOak Capital Multi Asset Allocation Fund compare

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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Quant Multi Asset Allocation 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 Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
Fund	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	High	High
Asset Size (Cr)	₹2586 Cr	₹3162 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹500	₹1000
Launch Date	19 May 2023	18 Apr 2001
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Short-Term Bond Index(45.00), BSE 500 TRI(35.00), Domestic Price of Gold(19.00), Domestic Price of Silver(1.00)	BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00)
Turn Over	%	%
Expense Ratio	1.88	1.88
Manager	Piyush Baranwal	Sanjeev Sharma
ISIN Code	INF03VN01779	INF966L01200
Exits Load	WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Quant Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
1 Month	0.5%	-0.36%
6 Month	9.11%	10.51%
1 Year	15.23%	6.23%
3 Year	-	21.52%
5 Year	-	27.27%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
6 Month	4.76%	6.51%
1 Year	16.54%	12.36%
3 Year	-	20.11%
5 Year	-	21.83%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
1 Year	18.94%	7.46%
3 Year	-	7.48%
5 Year	-	8.11%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
Standard Deviation	-	13.259%
Sharp	-	0.856%
Beta	-	-
Alpha	-	-

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Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
Name	Piyush Baranwal	Sanjeev Sharma
Total AUM	₹5379 Cr	₹39731 Cr
Funds Managed	9	22
	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
Others	66.71	63.3
Large Cap	25.28	28.57
Mid Cap	4.25	6.61
Small Cap	3.76	1.52

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
Others	56.62	59.53
Communication Services	3.51	-
Basic Materials	3.95	-
Energy	1.47	0.97
Technology	2.73	6.61
Industrials	4.51	1.12
Financial Services	13.13	24.29
Healthcare	3.57	-
Real Estate	4.06	1.88
Consumer Cyclical	4.39	2.27
Utilities	0.79	-
Consumer Defensive	1.3	3.33