Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Quant Flexi Cap Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Invest Now

tortoise-icon Quant Flexi Cap Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5446 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 -1.5% -2.02%
6 Month 9.32% 6.59%
1 Year 5.01% -11.32%
3 Year - 19.88%
5 Year - 29.84%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Quant Flexi Cap Fund-Growth
6 Month 6.42% 3.69%
1 Year 10.26% -0.53%
3 Year - 14.56%
5 Year - 19.33%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Quant Flexi Cap Fund-Growth
1 Year 31.16% 10.91%
3 Year - 15.94%
5 Year - 17.31%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Quant Flexi Cap Fund-Growth
Standard Deviation - 17.196%
Sharp - 0.641%
Beta - 1.114%
Alpha - 2.062%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 18.21 9.38
Large Cap 54.83 60.97
Small Cap 20.79 13.09
Mid Cap 6.17 16.56

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Quant Flexi Cap Fund-Growth

Others 7.51 6.95
Communication Services 5.93 1.55
Energy 3.09 17.1
Financial Services 30.69 14.18
Technology 9.05 1.3
Basic Materials 4.44 6.14
Healthcare 7.14 8.12
Industrials 10.6 10.25
Real Estate 3.89 2.11
Consumer Cyclical 12.68 10.89
Utilities 0.85 11.69
Consumer Defensive 4.15 9.69

Top Comparisons

Franklin India Banking & PSU Debt Fund - Growth Franklin India Banking & PSU Debt Fund - Growth

3Y Returns7.34%

VS

Mirae Asset Banking and PSU Fund Regular Growth Plan Mirae Asset Banking and PSU Fund Regular Growth Plan

3Y Returns7.17%

Compare Now

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

VS

Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

3Y Returns0%

Compare Now

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns30.96%

VS

LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Growth

3Y Returns29.65%

Compare Now

Kotak Multi Asset Allocation Fund - Regular (G) Kotak Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Edelweiss Multi Asset Allocation Fund - Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)

3Y Returns0%

Compare Now
Add to Cart Successfully