WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Quant Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
Quant Flexi Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Fund | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6003 Cr | ₹6829 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 02 Aug 2022 | 20 Oct 2008 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | % |
| Expense Ratio | 1.84 | 1.78 |
| Manager | Piyush Baranwal | Sanjeev Sharma |
| ISIN Code | INF03VN01506 | INF966L01457 |
| Exits Load | WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Flexi Cap 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 Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Month | 1.79% | 0.91% |
| 6 Month | 8.35% | 4.23% |
| 1 Year | 5.76% | -3.67% |
| 3 Year | 18.29% | 15.17% |
| 5 Year | - | 26.04% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.77% | 2.07% |
| 1 Year | 14.13% | 9.11% |
| 3 Year | 17.61% | 11.72% |
| 5 Year | - | 15.98% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Year | 23.7% | 9.9% |
| 3 Year | 18.82% | 16.05% |
| 5 Year | - | 17.72% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.49% | 17.196% |
| Sharp | 0.92% | 0.641% |
| Beta | 0.91% | 1.114% |
| Alpha | 2.95% | 2.062% |
Fund Managers
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Name | Piyush Baranwal | Sanjeev Sharma |
| Total AUM | ₹5379 Cr | ₹39731 Cr |
| Funds Managed | 9 | 22 |
| WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 18.76 | 21 |
| Large Cap | 51.96 | 57.32 |
| Small Cap | 21.63 | 8.34 |
| Mid Cap | 7.65 | 13.33 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 5.71 | 10.75 |
| Communication Services | 5.61 | 1.47 |
| Energy | 3.35 | 17.95 |
| Financial Services | 31.62 | 13.19 |
| Technology | 8.84 | 3.06 |
| Basic Materials | 4.55 | 0 |
| Consumer Defensive | 2.73 | 5.48 |
| Healthcare | 7.05 | 8.09 |
| Industrials | 9.57 | 11.59 |
| Real Estate | 5.84 | 1.95 |
| Consumer Cyclical | 14.77 | 12.32 |
| Utilities | 0.37 | 14.15 |
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