Quant Active Fund vs WhiteOak Capital Multi Cap Fund compare

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tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

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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 Active Fund-Growth
Fund WhiteOak Capital Multi Cap Fund - Regular (G) Quant Active Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹919 Cr ₹10699 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 22 Sep 2023 21 Mar 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 2.15 1.71
Manager Piyush Baranwal Sanjeev Sharma
ISIN Code INF03VN01795 INF966L01234
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Quant Active Fund-Growth
1 Month 2.81% -0.63%
6 Month 20.24% 17.51%
1 Year - 45.65%
3 Year - 23.72%
5 Year - 33.33%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Quant Active Fund-Growth
6 Month - -
1 Year 14.32% 22.46%
3 Year 14.32% 49.79%
5 Year 14.32% 122.36%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Quant Active Fund-Growth
1 Year 17.29% 35.35%
3 Year 17.29% 86.28%
5 Year 17.29% 129.34%

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Quant Active Fund-Growth
Standard Deviation - 15.95%
Sharp - 1.05%
Beta - 1.04%
Alpha - 0.41%

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Fund Managers

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

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Quant Active Fund-Growth

Others 16.64 11.6
Large Cap 33.71 37.5
Mid Cap 22.53 24.95
Small Cap 27.15 25.95

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Quant Active Fund-Growth

Others -1.36 -1.4
Financial 28.93 15.93
Automobile 3.31 4.65
Insurance 0.95 2.53
Healthcare 10.38 7.9
Services 11.92 10.02
Metals & Mining 2.92 11.09
Energy 3.57 16.47
Materials 3.46 0.69
Technology 6.02 4.83
Construction 5.35 8.79
Capital Goods 10.41 4.88
Consumer Staples 6.55 8.14
Consumer Discretionary 3.53 -
Communication 0.98 2.77
Textiles 1.29 1.02
Chemicals 1.59 1.68
Diversified 0.23 -
Unclassified - 0.01

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