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Quant Active Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Quant Active Fund-Growth
Chart Comparison
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) | ₹1481 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 Active Fund-Growth |
|---|---|---|
| 1 Month | 5.37% | 6.64% |
| 6 Month | -10.73% | -18.65% |
| 1 Year | 9.89% | -8.17% |
| 3 Year | - | 10.25% |
| 5 Year | - | 33.84% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Active Fund-Growth |
|---|---|---|
| 6 Month | -5.85% | -8.42% |
| 1 Year | -5.11% | -23.68% |
| 3 Year | - | 8.91% |
| 5 Year | - | 17.24% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Active Fund-Growth |
|---|---|---|
| 1 Year | 31.76% | 17.57% |
| 3 Year | - | 20.88% |
| 5 Year | - | 18.82% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Active Fund-Growth |
|---|---|---|
| Standard Deviation | - | 17.19% |
| Sharp | - | 0.474% |
| Beta | - | 1.132% |
| Alpha | - | -0.949% |
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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 |
| Funds Managed | 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 | 12.45 | 11.11 |
| Large Cap | 34.59 | 36.35 |
| Mid Cap | 23.66 | 28.27 |
| Small Cap | 29.31 | 24.28 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Quant Active Fund-Growth |
|---|---|---|
| Others | 9.11 | 11.06 |
| Energy | 2.52 | 17.22 |
| Industrials | 11.86 | 13.6 |
| Financial Services | 27.44 | 10.88 |
| Technology | 10.32 | 1.03 |
| Basic Materials | 4.91 | 8.55 |
| Consumer Cyclical | 14.08 | 8.04 |
| Healthcare | 9.5 | 8.35 |
| Consumer Defensive | 2.51 | 12.93 |
| Real Estate | 3.09 | 2.64 |
| Utilities | 1.19 | 3.27 |
| Communication Services | 3.47 | 2.44 |
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