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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) | ₹4075 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 | 2.91% | 0.76% |
| 6 Month | 12.22% | -2.18% |
| 1 Year | 10.75% | -2.94% |
| 3 Year | 25.88% | 15.63% |
| 5 Year | - | 25.31% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 4.13% | 0.18% |
| 1 Year | 21.62% | 1.63% |
| 3 Year | 24.07% | 10.1% |
| 5 Year | - | 16.47% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 35.33% | 11.51% |
| 3 Year | 24.28% | 12.53% |
| 5 Year | - | 11.02% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 15.27% | 17.376% |
| Sharp | 1.13% | 0.838% |
| Beta | 0.92% | 0.924% |
| Alpha | 2.31% | 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 | 20.1 | 26.8 |
| Mid Cap | 59.89 | 62.1 |
| Large Cap | 4.18 | 11.1 |
| Small Cap | 15.83 | - |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 8.81 | 24.96 |
| Industrials | 13.94 | 16.71 |
| Basic Materials | 4.55 | 9 |
| Consumer Defensive | 1.34 | 4.71 |
| Healthcare | 13.94 | 10.37 |
| Financial Services | 22.32 | 5.87 |
| Real Estate | 5.9 | 0.83 |
| Technology | 12.11 | 7.58 |
| Consumer Cyclical | 8.77 | 0.43 |
| Energy | 3.52 | 8.6 |
| Communication Services | 4.79 | 8.72 |
| Utilities | 0 | 2.22 |
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