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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) | ₹3500 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 | 3.09% | 0.63% |
| 6 Month | 21.45% | 8.13% |
| 1 Year | 3.35% | -14.24% |
| 3 Year | 24.08% | 15.46% |
| 5 Year | - | 27.71% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 6.69% | -1.56% |
| 1 Year | 17.73% | -3.09% |
| 3 Year | 24.37% | 10.96% |
| 5 Year | - | 17.71% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 37.4% | 12.16% |
| 3 Year | - | 11.85% |
| 5 Year | - | 10.64% |
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% |
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 | 16.94 | 16.35 |
| Mid Cap | 61.87 | 68.88 |
| Large Cap | 5.33 | 14.76 |
| Small Cap | 15.86 | - |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 7.31 | 15 |
| Industrials | 18.03 | 14.88 |
| Basic Materials | 5.03 | 9.88 |
| Healthcare | 14.64 | 10.48 |
| Financial Services | 23.98 | 3.71 |
| Real Estate | 3.64 | - |
| Technology | 9.52 | 6.52 |
| Consumer Cyclical | 7.4 | 3.71 |
| Energy | 3.12 | 11.65 |
| Consumer Defensive | 2.06 | 11.53 |
| Communication Services | 5.04 | 10.53 |
| Utilities | 0.23 | 2.12 |
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