WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Quant Mid Cap Fund compare

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth
Fund WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2118 Cr ₹8713 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 07 Sep 2022 26 Feb 2001
Category Mid Cap Mid Cap
Fund Type Open Ended Open-ended
Benchmark BSE 150 MidCap Index NIFTY Midcap 150 TRI
Turn Over 0.0% %
Expense Ratio 1.97 1.74
Manager Piyush Baranwal Sanjeev Sharma
ISIN Code INF03VN01563 INF966L01176
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 0.50% if redeemed within 3 months./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth
1 Month 3.02% -0.91%
6 Month 22.86% 19.75%
1 Year 50.62% 57.66%
3 Year - 31.96%
5 Year - 37.24%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth
6 Month - -
1 Year 18.62% 29.27%
3 Year 37.96% 71.16%
5 Year 37.96% 158.32%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth
1 Year 32.55% 38.51%
3 Year 44.65% 106.01%
5 Year 44.65% 165.66%

Risk Management

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth
Standard Deviation 5.67% 15.85%
Sharp - 1.43%
Beta - 0.88%
Alpha - 5.07%

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Fund Managers

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth
Name Piyush Baranwal Sanjeev Sharma
Total AUM ₹5379 Cr ₹39731 Cr
Fund Manage 9 22
WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth

Market Cap

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Quant Mid Cap Fund-Growth

Others 17.54 12.92
Mid Cap 58.37 65.62
Large Cap 7.87 21.46
Small Cap 16.26 -

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Quant Mid Cap Fund-Growth

Others -1.99 0.34
Capital Goods 10.9 -
Services 12.4 14.39
Financial 27.48 18.55
Healthcare 13.7 12.29
Construction 4.11 -
Technology 6.99 2.78
Metals & Mining 3.7 11.79
Automobile 2.79 9.88
Consumer Staples 4.8 -
Materials 4.34 -
Energy 3.04 19.51
Consumer Discretionary 1.91 -
Chemicals 2.29 5.24
Communication 1.78 5.23
Diversified 0.51 -
Textiles 1.03 -
Insurance 0.26 -

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