- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3422 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 | 2.31% | 2.35% |
| 6 Month | 11.45% | 13.95% |
| 1 Year | 14.39% | 2.72% |
| 3 Year | - | 18.4% |
| 5 Year | - | 25.56% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 6 Month | 4.21% | 4.58% |
| 1 Year | 17.11% | 14.16% |
| 3 Year | - | 19.15% |
| 5 Year | - | 20.78% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Year | 18.25% | 7.44% |
| 3 Year | - | 7.5% |
| 5 Year | - | 8.13% |
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 | 66.52 | 58.96 |
| Large Cap | 26.26 | 32.08 |
| Mid Cap | 3.56 | 6.26 |
| Small Cap | 3.66 | 2.69 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 56.56 | 55.09 |
| Communication Services | 3.04 | - |
| Energy | 1.18 | 0.99 |
| Technology | 2.42 | 6.26 |
| Basic Materials | 1.49 | - |
| Industrials | 6.85 | 1.08 |
| Financial Services | 14.83 | 27.2 |
| Healthcare | 3.17 | - |
| Real Estate | 4.68 | 1.72 |
| Consumer Cyclical | 3.52 | 1.69 |
| Utilities | 0.72 | 2.76 |
| Consumer Defensive | 1.53 | 3.21 |
Top Comparisons
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.4%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.22%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns18.14%
HDFC Focused Fund - GROWTH PLAN
3Y Returns21.59%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns22.08%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns18.14%
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
