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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Quant Mid Cap Fund compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2657 Cr | ₹8608 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 07 Sep 2022 | 21 Mar 2001 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 0.0% | % |
| Expense Ratio | 1.91 | 1.75 |
| Manager | Piyush Baranwal | Sanjeev Sharma |
| ISIN Code | INF03VN01563 | INF966L01176 |
| Exits Load | WhiteOak Capital Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | 10.47% | 6.88% |
| 6 Month | 0.21% | -0.97% |
| 1 Year | 16.44% | -4.47% |
| 3 Year | - | 23.72% |
| 5 Year | - | 33.62% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -0.89% | -0.42% |
| 1 Year | -5.15% | -14.78% |
| 3 Year | - | 14.61% |
| 5 Year | - | 21.64% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 45.53% | 12.53% |
| 3 Year | - | 11.62% |
| 5 Year | - | 10.43% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | - | 17.376% |
| Sharp | - | 0.838% |
| Beta | - | 0.924% |
| Alpha | - | 0.658% |
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Fund Managers
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Name | Piyush Baranwal | Sanjeev Sharma |
| Total AUM | ₹5379 Cr | ₹39731 Cr |
| Funds Managed | 9 | 22 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 16.33 | 10.44 |
| Mid Cap | 58.93 | 70.05 |
| Small Cap | 15.05 | - |
| Large Cap | 9.68 | 19.52 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 14.09 | 10.44 |
| Industrials | 12.99 | 20.21 |
| Basic Materials | 4.56 | 14.83 |
| Consumer Cyclical | 12.01 | 6.68 |
| Healthcare | 12.44 | 10.17 |
| Financial Services | 21.4 | 3.93 |
| Technology | 10.66 | 0.67 |
| Energy | 2.77 | 11.18 |
| Consumer Defensive | 0.98 | 13.29 |
| Real Estate | 3.19 | - |
| Utilities | 0.82 | 1.52 |
| Communication Services | 4.09 | 7.08 |
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