Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

Invest Now

tortoise-icon Quant Mid Cap Fund-Growth

Invest Now

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 Risk Very High Risk
Asset Size (Cr) ₹2657 Cr ₹8608 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 07 Sep 2022 21 Mar 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 1.91 1.75
Manager Piyush Baranwal Sanjeev Sharma
ISIN Code INF03VN01563 INF966L01176
Exits Load WhiteOak Capital Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth
1 Month -6.16% -7.58%
6 Month -9.7% -19.23%
1 Year 8.31% -4.42%
3 Year - 19.55%
5 Year - 27.36%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth
6 Month - -
1 Year -5.77% -21.61%
3 Year - 15.72%
5 Year - 24.41%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth
1 Year 46.7% 12.53%
3 Year - 11.62%
5 Year - 10.43%

Risk Management

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth
Standard Deviation - 17.376%
Sharp - 0.838%
Beta - 0.924%
Alpha - 0.658%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 6.21 12.39
Small Cap 20.97 -
Mid Cap 65.97 69.78
Large Cap 6.85 17.85

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Quant Mid Cap Fund-Growth

Others 6.21 12.39
Realty 3.61 -
Industrial Products 7.06 -
Pharmaceuticals & Biotechnology 6.26 11.58
Cement & Cement Products 0.95 -
Finance 7.72 4.13
Healthcare Services 4.55 -
Retailing 5.1 -
Chemicals & Petrochemicals 0.52 4.28
IT - Software 7.27 3.99
Leisure Services 3.08 1.62
Paper, Forest & Jute Products 0.24 -
Electrical Equipment 4.9 -
Transport Services 0.81 7.91
Auto Components 4.42 6.21
Petroleum Products 0.79 9.72
Personal Products 1.23 -
Food Products 0.07 -
Consumer Durables 3.4 -
Construction 0.41 7.93
Telecom - Services 2.65 4.5
Fertilizers & Agrochemicals 1.34 -
Banks 3.57 -
Insurance 5.25 1.05
Beverages 0.44 -
Healthcare Equipment & Supplies 1.16 -
Ferrous Metals 0.76 11.77
IT - Services 0.98 -
Diversified 1.35 -
Oil 1.46 -
Textiles & Apparels 0.7 -
Capital Markets 7.82 -
Gas 0.56 -
Financial Technology (Fintech) 2.24 -
Diversified FMCG 0.09 5.34
Minerals & Mining 0.66 -
Commercial Services & Supplies 0.37 -
Agricultural Food & other Products - 5.86
Power - 1.74

Top Comparisons

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns12.44%

VS

Nippon India Nifty Bank Index Fund - Reg (G) Nippon India Nifty Bank Index Fund - Reg (G)

3Y Returns0%

Compare Now

Franklin India Multi - Asset Solution Fund of Funds- Growth Plan Franklin India Multi - Asset Solution Fund of Funds- Growth Plan

3Y Returns10.86%

VS

HSBC Managed Solutions - Moderate - Growth HSBC Managed Solutions - Moderate - Growth

3Y Returns10.21%

Compare Now

HDFC Low Duration  Fund - Growth HDFC Low Duration Fund - Growth

3Y Returns6.34%

VS

Nippon India Low Duration Fund- Growth Plan - Growth Option Nippon India Low Duration Fund- Growth Plan - Growth Option

3Y Returns6.21%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.6%

VS

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns6.58%

Compare Now
Add to Cart Successfully