Quant Multi Asset Fund vs WhiteOak Capital Multi Asset Allocation Fund compare

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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Quant Multi Asset 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 Asset Allocation Fund-Reg (G)	Quant Multi Asset Fund-Growth
Fund	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	High Risk	High Risk
Asset Size (Cr)	₹1289 Cr	₹3162 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹500	₹1000
Launch Date	19 May 2023	18 Apr 2001
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Short-Term Bond Index(45.00), BSE 500 TRI(35.00), Domestic Price of Gold(19.00), Domestic Price of Silver(1.00)	BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00)
Turn Over	%	%
Expense Ratio	1.88	1.88
Manager	Piyush Baranwal	Sanjeev Sharma
ISIN Code	INF03VN01779	INF966L01200
Exits Load	WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Quant Multi Asset 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 Asset Allocation Fund-Reg (G)	Quant Multi Asset Fund-Growth
1 Month	0.79%	-3.6%
6 Month	5.12%	-4.3%
1 Year	17.12%	6.63%
3 Year	-	18.34%
5 Year	-	25.2%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Fund-Growth
6 Month	-	-
1 Year	12.48%	-5.84%
3 Year	-	17.37%
5 Year	-	23.01%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Fund-Growth
1 Year	20.16%	7.47%
3 Year	-	7.42%
5 Year	-	8.08%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Fund-Growth
Standard Deviation	-	13.259%
Sharp	-	0.856%
Beta	-	-
Alpha	-	-

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

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Fund-Growth
Others	56.55	52.09
Small Cap	12.24	3.5
Large Cap	27.82	36.35
Mid Cap	3.18	8.07

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Fund-Growth
Others	56.55	52.09
Realty	4.53	-
Petroleum Products	2.06	8.93
IT - Software	2.27	-
Pharmaceuticals & Biotechnology	1.86	-
Construction	1.38	8.89
Finance	2.18	6.09
Consumer Durables	0.61	-
Diversified FMCG	0.23	9.17
Non - Ferrous Metals	0.19	-
Banks	11.77	-
Healthcare Services	0.17	-
Automobiles	1.23	-
Electrical Equipment	0.88	8.07
Auto Components	0.23	-
Cement & Cement Products	0.24	-
Ferrous Metals	0.18	-
Leisure Services	0.06	-
Personal Products	0.53	-
Industrial Products	0.32	-
Insurance	0.73	6.77
Beverages	0.2	-
Healthcare Equipment & Supplies	0.33	-
Oil	0.69	-
Power	3.79	-
IT - Services	0.53	-
Food Products	0.65	-
Aerospace & Defense	0.3	-
Chemicals & Petrochemicals	0.33	-
Capital Markets	1.85	-
Telecom - Services	0.97	-
Financial Technology (Fintech)	0.19	-
Transport Services	0.22	-
Retailing	1.2	-
Household Products	0.23	-
Commercial Services & Supplies	0.11	-