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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) | ₹3731 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 | 0.93% | 0.64% |
| 6 Month | 21.51% | 5.44% |
| 1 Year | 3.69% | -12.14% |
| 3 Year | 25.36% | 17.8% |
| 5 Year | - | 27.13% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.95% | -0.92% |
| 1 Year | 18.32% | 1.38% |
| 3 Year | 23.43% | 10.78% |
| 5 Year | - | 17.2% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 35.33% | 12.08% |
| 3 Year | 24.28% | 11.93% |
| 5 Year | - | 10.71% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 15.15% | 17.376% |
| Sharp | 1.08% | 0.838% |
| Beta | 0.90% | 0.924% |
| Alpha | 2.23% | 0.658% |
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 | 19.33 | 20.88 |
| Mid Cap | 59.99 | 64.1 |
| Large Cap | 4.94 | 15.02 |
| Small Cap | 15.74 | - |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 9.56 | 18.77 |
| Industrials | 16.69 | 15.01 |
| Basic Materials | 4.91 | 9.36 |
| Healthcare | 14.5 | 10.44 |
| Financial Services | 22.19 | 3.9 |
| Real Estate | 3.73 | - |
| Technology | 10.72 | 6.62 |
| Consumer Cyclical | 8.26 | 0.45 |
| Energy | 2.48 | 11.55 |
| Consumer Defensive | 1.95 | 11.7 |
| Communication Services | 4.8 | 10.08 |
| Utilities | 0.21 | 2.1 |
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