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) | ₹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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