Quant Active Fund vs WhiteOak Capital Multi Cap Fund compare

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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Quant Active Fund-Growth
1 Month	-5.13%	-9.36%
6 Month	10.81%	-7.18%
1 Year	32.62%	19.76%
3 Year	-	13.71%
5 Year	-	26.31%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Quant Active Fund-Growth
6 Month	-	-
1 Year	29.17%	5.4%
3 Year	-	20.09%
5 Year	-	26.45%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Quant Active Fund-Growth
1 Year	44.46%	17.67%
3 Year	-	21.2%
5 Year	-	18.65%

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%

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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Quant Active Fund-Growth
Others	16.64	13.2
Large Cap	33.71	34.48
Mid Cap	22.53	25.42
Small Cap	27.15	26.86

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Quant Active Fund-Growth
Others	-1.36	13.2
Financial	28.93	-
Automobile	3.31	-
Insurance	0.95	3.92
Healthcare	10.38	-
Services	11.92	-
Metals & Mining	2.92	-
Energy	3.57	-
Materials	3.46	-
Technology	6.02	-
Construction	5.35	2.24
Capital Goods	10.41	-
Consumer Staples	6.55	-
Consumer Discretionary	3.53	-
Communication	0.98	-
Textiles	1.29	-
Chemicals	1.59	-
Diversified	0.23	3.36
Petroleum Products	-	9.55
Finance	-	9.63
Pharmaceuticals & Biotechnology	-	8.72
Fertilizers & Agrochemicals	-	1.08
Diversified FMCG	-	6.03
Realty	-	2.27
N.A.	-	0.36
Transport Services	-	2.86
Ferrous Metals	-	4.54
Agricultural Food & other Products	-	2.11
Healthcare Equipment & Supplies	-	0.49
Gas	-	2.94
Food Products	-	3.92
Industrial Products	-	0.79
Leisure Services	-	2.43
IT - Software	-	1.08
Entertainment	-	2.42
Auto Components	-	3.45
Textiles & Apparels	-	1.03
Telecom - Services	-	1.51
Industrial Manufacturing	-	1.48
Retailing	-	2.4
Power	-	3.5
Aerospace & Defense	-	0.1
Beverages	-	1.93
Banks	-	0.62