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)	₹1308 Cr	₹10531 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	2.08	1.71
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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Quant Active Fund-Growth
1 Month	4.34%	0.16%
6 Month	9.8%	-9.89%
1 Year	28.97%	14.34%
3 Year	-	15.97%
5 Year	-	27.95%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Quant Active Fund-Growth
6 Month	-	-
1 Year	26.07%	-3.75%
3 Year	-	17.58%
5 Year	-	24.82%

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	4.87	13.2
Small Cap	34.03	26.86
Large Cap	33.63	34.48
Mid Cap	27.47	25.42

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Quant Active Fund-Growth
Others	4.87	13.2
Realty	3.56	2.27
Petroleum Products	1.54	9.55
Industrial Products	5.09	0.79
IT - Software	5.54	1.08
Pharmaceuticals & Biotechnology	5.83	8.72
Construction	2.08	2.24
Cement & Cement Products	0.9	-
Retailing	5.33	2.4
Finance	6.95	9.63
Healthcare Services	2.2	-
Electrical Equipment	4.45	-
Agricultural Food & other Products	0.04	2.11
Non - Ferrous Metals	0.36	-
Banks	12.52	0.62
Leisure Services	1.66	2.43
Paper, Forest & Jute Products	0.12	-
Transport Services	0.9	2.86
Auto Components	2.95	3.45
Ferrous Metals	1.04	4.54
Consumer Durables	3.52	-
Personal Products	1.65	-
Food Products	1.33	3.92
Automobiles	1.32	-
Power	0.48	3.5
Telecom - Services	2.14	1.51
Chemicals & Petrochemicals	1.58	-
Insurance	2.65	3.92
Beverages	0.37	1.93
Healthcare Equipment & Supplies	1.31	0.49
IT - Services	1.19	-
Diversified	0.23	3.36
Aerospace & Defense	0.87	0.1
Oil	0.79	-
Textiles & Apparels	0.64	1.03
Capital Markets	8.54	-
Commercial Services & Supplies	0.6	-
Gas	0.27	2.94
Financial Technology (Fintech)	0.72	-
Diversified FMCG	0.23	6.03
Minerals & Mining	0.42	-
Household Products	0.88	-
Entertainment	0.34	2.42
Fertilizers & Agrochemicals	-	1.08
N.A.	-	0.36
Industrial Manufacturing	-	1.48