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WhiteOak Capital Multi Asset Allocation Fund vs Quant Multi Asset Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Quant Multi Asset Allocation Fund-Growth
Chart Comparison
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) | ₹3422 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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Month | 2.48% | 3.01% |
| 6 Month | 11.96% | 14.55% |
| 1 Year | 14.38% | 3.34% |
| 3 Year | - | 19.34% |
| 5 Year | - | 25.49% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 6 Month | 4.21% | 4.58% |
| 1 Year | 17.11% | 14.16% |
| 3 Year | - | 19.15% |
| 5 Year | - | 20.78% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Year | 18.25% | 7.44% |
| 3 Year | - | 7.5% |
| 5 Year | - | 8.13% |
Risk Management
| 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 | - | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 64.6 | 56.37 |
| Large Cap | 25.22 | 35.18 |
| Small Cap | 3.74 | 2.43 |
| Mid Cap | 6.44 | 6.03 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 54.79 | 51.86 |
| Communication Services | 2.8 | - |
| Energy | 1.04 | 0 |
| Technology | 2.59 | 8.85 |
| Basic Materials | 4.41 | - |
| Industrials | 6.33 | 1.07 |
| Financial Services | 14.02 | 26.62 |
| Healthcare | 2.68 | - |
| Real Estate | 5.44 | 2.35 |
| Consumer Cyclical | 4.15 | 1.53 |
| Utilities | 0.39 | 2.6 |
| Consumer Defensive | 1.34 | 5.12 |
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