WhiteOak Capital Multi Asset Allocation Fund vs Quant Multi Asset Fund compare

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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Quant Multi Asset Allocation 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 Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
Fund	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	High	High
Asset Size (Cr)	₹2245 Cr	₹3162 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹500	₹1000
Launch Date	19 May 2023	18 Apr 2001
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Short-Term Bond Index(45.00), BSE 500 TRI(35.00), Domestic Price of Gold(19.00), Domestic Price of Silver(1.00)	BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00)
Turn Over	%	%
Expense Ratio	1.88	1.88
Manager	Piyush Baranwal	Sanjeev Sharma
ISIN Code	INF03VN01779	INF966L01200
Exits Load	WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Quant Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
1 Month	1.73%	2.13%
6 Month	8.73%	3.79%
1 Year	15.43%	6.45%
3 Year	-	24.32%
5 Year	-	30.83%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
6 Month	5.85%	8.74%
1 Year	17.6%	13.52%
3 Year	-	21.28%
5 Year	-	22.76%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
1 Year	18.94%	7.46%
3 Year	-	7.48%
5 Year	-	8.11%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
Standard Deviation	-	13.259%
Sharp	-	0.856%
Beta	-	-
Alpha	-	-

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Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
Name	Piyush Baranwal	Sanjeev Sharma
Total AUM	₹5379 Cr	₹39731 Cr
Funds Managed	9	22
	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
Others	67.34	58.96
Large Cap	25.41	32.33
Mid Cap	2.48	6.91
Small Cap	4.77	1.8

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Allocation Fund-Growth
Others	57.96	54.72
Communication Services	2.88	-
Basic Materials	5.66	0
Energy	1.35	9.53
Technology	2.64	6.91
Industrials	4.44	0
Financial Services	13.5	21.97
Healthcare	2.13	-
Consumer Cyclical	3.92	2.6
Utilities	2.05	-
Real Estate	2.07	0.77
Consumer Defensive	1.4	3.5