WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Quant Mid Cap Fund compare

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WhiteOak Capital Mid Cap Fund Regular Plan Growth

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Quant Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹4346 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

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Quant Mid Cap Fund-Growth
1 Month	-0.73%	-3.36%
6 Month	2.79%	-9.03%
1 Year	6.71%	-7.85%
3 Year	25.26%	12.9%
5 Year	-	19.54%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Quant Mid Cap Fund-Growth
6 Month	1.26%	-3.98%
1 Year	15.98%	-7.2%
3 Year	19.8%	4.3%
5 Year	-	12.25%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Quant Mid Cap Fund-Growth
1 Year	28.07%	11.45%
3 Year	25.14%	12.59%
5 Year	-	11.05%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Quant Mid Cap Fund-Growth
Standard Deviation	15.25%	15.85%
Sharp	1.16%	0.56%
Beta	0.93%	0.98%
Alpha	2.48%	-7.48%

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

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Quant Mid Cap Fund-Growth
Others	11.71	26.81
Small Cap	17.21	6.57
Mid Cap	65.1	55.19
Large Cap	5.98	11.45

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Quant Mid Cap Fund-Growth
Others	9.56	26.81
Pharmaceuticals & Biotechnology	10.58	11.2
Cement & Cement Products	0.7	-
Other Consumer Services	0.05	-
Finance	5.75	2.98
Electrical Equipment	3.8	6.47
Realty	5.23	0.88
Chemicals & Petrochemicals	0.7	3.42
Healthcare Services	4.08	-
Commercial Services & Supplies	0.93	-
Auto Components	3.8	-
Petroleum Products	1.2	5.79
IT - Software	7.23	0.46
Leisure Services	1.41	1.36
Consumer Durables	4.67	-
Transport Infrastructure	0.51	8.03
Industrial Manufacturing	2.43	-
Industrial Products	4.14	-
Transport Services	0.77	-
Automobiles	1.72	-
Fertilizers & Agrochemicals	1.19	-
Banks	3.71	-
Insurance	4.25	1.06
Healthcare Equipment & Supplies	0.69	-
Ferrous Metals	0.85	5.36
Diversified	1.05	-
Personal Products	0.73	-
Oil	0.68	-
Agricultural, Commercial & Construction Vehicles	0.48	1.55
Capital Markets	6.11	-
Telecom - Services	3.36	8.62
Gas	0.75	-
Retailing	3.36	-
Financial Technology (Fintech)	2.36	2.14
Minerals & Mining	0.39	-
IT - Services	0.78	-
Diversified FMCG	-	2.42
Power	-	2.18
Beverages	-	1.51
Agricultural Food & other Products	-	1.21
Construction	-	6.57