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) | ₹6865 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 | -1.88% | -1.28% |
| 6 Month | 1.6% | 0.49% |
| 1 Year | 4.55% | 3.68% |
| 3 Year | 19.81% | 16.38% |
| 5 Year | - | 22.41% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 1.73% | 2.13% |
| 1 Year | 12.39% | 9.01% |
| 3 Year | 16.08% | 11.25% |
| 5 Year | - | 15.45% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Year | 23.7% | 9.56% |
| 3 Year | 18.82% | 16.01% |
| 5 Year | - | 17.77% |
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 | 18.06 | 22.78 |
| Large Cap | 51.64 | 58.07 |
| Small Cap | 22.6 | 8.31 |
| Mid Cap | 7.7 | 10.84 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 4.91 | 12.06 |
| Communication Services | 5.31 | 1.54 |
| Energy | 3.24 | 16.31 |
| Financial Services | 31.78 | 16.2 |
| Technology | 8.45 | 2.03 |
| Basic Materials | 5.35 | - |
| Consumer Defensive | 2.61 | 3.67 |
| Healthcare | 7.26 | 6.84 |
| Industrials | 10 | 12.18 |
| Real Estate | 5.62 | 1.95 |
| Consumer Cyclical | 15.14 | 12.95 |
| Utilities | 0.33 | 14.28 |
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