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Quant Multi Asset Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Quant Multi Asset Allocation Fund-Growth
Chart Comparison
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) | ₹3943 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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Month | 2.41% | 3.84% |
| 6 Month | 8.97% | 12.94% |
| 1 Year | 15.64% | 11.07% |
| 3 Year | - | 20.75% |
| 5 Year | - | 25.95% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 6 Month | 5.12% | 5.73% |
| 1 Year | 20.46% | 21.17% |
| 3 Year | - | 20.56% |
| 5 Year | - | 21.31% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Year | 17.87% | 7.44% |
| 3 Year | - | 7.52% |
| 5 Year | - | 8.15% |
Risk Management
| 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 | - | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 65.82 | 59.3 |
| Large Cap | 25.02 | 33.3 |
| Small Cap | 3.48 | 1.45 |
| Mid Cap | 5.67 | 5.95 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 56.39 | 54.33 |
| Communication Services | 2.62 | - |
| Energy | 1.13 | - |
| Technology | 2.79 | 8.61 |
| Basic Materials | 3.73 | - |
| Industrials | 5.27 | 1.04 |
| Financial Services | 14.67 | 24.97 |
| Healthcare | 2.41 | - |
| Real Estate | 5.55 | 2.25 |
| Consumer Cyclical | 4.29 | 1.45 |
| Utilities | 0.35 | 2.59 |
| Consumer Defensive | 0.81 | 4.75 |
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