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

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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tortoise-icon Quant Flexi Cap 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 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) ₹6481 Cr ₹6829 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹250
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 -1.02% -0.38%
6 Month 2.55% -0.59%
1 Year 0.71% -1.24%
3 Year 18.02% 14.5%
5 Year - 22.79%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Quant Flexi Cap Fund-Growth
6 Month 3.3% 2.71%
1 Year 16.22% 11.26%
3 Year 17.52% 11.7%
5 Year - 15.72%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Quant Flexi Cap Fund-Growth
1 Year 23.7% 9.64%
3 Year 18.82% 16.04%
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 0.92% 1.114%
Alpha 3.58% 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 18.96
Large Cap 51.96 59.12
Small Cap 21.63 8.42
Mid Cap 7.65 13.51

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Quant Flexi Cap Fund-Growth

Others 5.71 9.29
Communication Services 5.61 1.55
Energy 3.35 18.53
Financial Services 31.62 12.72
Technology 8.84 3.1
Basic Materials 4.55 -
Consumer Defensive 2.73 5.31
Healthcare 7.05 8.2
Industrials 9.57 11.94
Real Estate 5.84 2.03
Consumer Cyclical 14.77 12.19
Utilities 0.37 15.14

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