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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) | ₹4448 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 | -5.91% | -10.07% |
| 6 Month | -2.06% | -13.06% |
| 1 Year | 7.88% | -11.47% |
| 3 Year | 23.69% | 11.36% |
| 5 Year | - | 19.18% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -4.02% | -9.49% |
| 1 Year | 3.59% | -18.55% |
| 3 Year | 16.29% | 0.45% |
| 5 Year | - | 10.18% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 27.51% | 11.46% |
| 3 Year | 25.19% | 12.59% |
| 5 Year | - | 11.06% |
Risk Management
| 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% |
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 | 23.49 | 29.22 |
| Mid Cap | 57.32 | 59.32 |
| Large Cap | 4.1 | 11.45 |
| Small Cap | 15.09 | - |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 11.58 | 26.79 |
| Basic Materials | 7.39 | 8.78 |
| Consumer Defensive | 0.71 | 5.14 |
| Healthcare | 16.36 | 11.2 |
| Financial Services | 19.94 | 6.18 |
| Industrials | 11.56 | 16.14 |
| Real Estate | 5.8 | 0.88 |
| Technology | 9.27 | 6.93 |
| Consumer Cyclical | 8.18 | 1.36 |
| Energy | 2.98 | 5.79 |
| Communication Services | 6.24 | 8.62 |
| Utilities | - | 2.18 |
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