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) | ₹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% |
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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 |
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