WhiteOak Capital Multi Cap Fund vs Quant Active Fund compare

WhiteOak Capital Multi Cap Fund vs Quant Active Fund compare

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WhiteOak Capital Multi Cap Fund - Regular (G)

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Quant Multi 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 Multi Cap Fund - Regular (G)	Quant Multi Cap Fund-Growth
Fund	WhiteOak Capital Multi Cap Fund - Regular (G)	Quant Multi Cap Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹2639 Cr	₹9863 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹500	₹1000
Launch Date	22 Sep 2023	04 Apr 2001
Category	Multi Cap	Multi Cap
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 500 Multicap 50:25:25 TRI	Nifty 500 Multicap 50:25:25 TRI
Turn Over	%	%
Expense Ratio	2.06	1.73
Manager	Piyush Baranwal	Sanjeev Sharma
ISIN Code	INF03VN01795	INF966L01234
Exits Load	WhiteOak Capital Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Quant Active 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 Cap Fund - Regular (G)	Quant Multi Cap Fund-Growth
1 Month	1.09%	-1.53%
6 Month	9.37%	-0.31%
1 Year	8.99%	-5.21%
3 Year	-	10.04%
5 Year	-	20.95%

SIP Return Analysis

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Quant Multi Cap Fund-Growth
6 Month	4.66%	0.05%
1 Year	21.28%	4.4%
3 Year	-	6.86%
5 Year	-	11.66%

Rolling Lumpsum Returns

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Quant Multi Cap Fund-Growth
1 Year	13.53%	16.57%
3 Year	-	19.48%
5 Year	-	19.21%

Risk Management

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Quant Multi Cap Fund-Growth
Standard Deviation	-	17.19%
Sharp	-	0.474%
Beta	-	1.132%
Alpha	-	-0.949%

Fund Managers

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

Market Cap

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Quant Multi Cap Fund-Growth
Others	17.72	25.57
Large Cap	30.54	28.61
Mid Cap	24.39	22.95
Small Cap	27.35	22.87

Sector Allocation

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Quant Multi Cap Fund-Growth
Others	7.32	13.91
Communication Services	4.3	2.97
Energy	2.92	11.39
Industrials	11.96	14.74
Financial Services	28.65	16.38
Technology	9.53	1.39
Basic Materials	4.01	3.49
Consumer Defensive	2.34	7.23
Healthcare	10.42	8.64
Consumer Cyclical	13.21	8.78
Real Estate	5.01	3.82
Utilities	0.32	7.27

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