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	High
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	2.85%	5.85%
6 Month	2.88%	-7.45%
1 Year	15.62%	7.48%
3 Year	-	18.21%
5 Year	-	33.56%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Fund-Growth
6 Month	2.42%	-2.57%
1 Year	11.08%	-4.24%
3 Year	-	18.35%
5 Year	-	22.7%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Fund-Growth
1 Year	19.74%	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
Funds Managed	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	65.3	51.58
Large Cap	27.12	40.3
Small Cap	4.13	1.65
Mid Cap	3.44	6.47

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Quant Multi Asset Fund-Growth
Others	59.03	46.51
Basic Materials	1.76	0.18
Energy	3.21	9.72
Technology	3.6	6.47
Industrials	3.1	8.02
Financial Services	14.56	18.18
Consumer Defensive	1.44	9.45
Healthcare	2.03	-
Consumer Cyclical	3.93	1.47
Real Estate	3.26	-
Utilities	2.75	-
Communication Services	1.34	-