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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tortoise-icon Quant Mid Cap 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 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 -2.38% -7.59%
6 Month 13.75% -9.29%
1 Year 36.98% 26.64%
3 Year - 21.38%
5 Year - 30.85%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth
1 Year 48.63% 12.47%
3 Year - 11.42%
5 Year - 10.35%

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 12.39
Mid Cap 58.37 69.78
Large Cap 7.87 17.85
Small Cap 16.26 -

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Quant Mid Cap Fund-Growth

Others -1.99 12.39
Financial 27.48 -
Chemicals 2.29 -
Metals & Mining 3.7 -
Energy 3.04 -
Healthcare 13.7 -
Materials 4.34 -
Services 12.4 -
Technology 6.99 -
Consumer Staples 4.8 -
Capital Goods 10.9 -
Automobile 2.79 -
Construction 4.11 7.93
Communication 1.78 -
Consumer Discretionary 1.91 -
Textiles 1.03 -
Diversified 0.51 -
Insurance 0.26 1.05
Petroleum Products - 9.72
Finance - 4.13
Transport Services - 7.91
Ferrous Metals - 11.77
Telecom - Services - 4.5
Diversified FMCG - 5.34
Pharmaceuticals & Biotechnology - 11.58
Agricultural Food & other Products - 5.86
Power - 1.74
Leisure Services - 1.62
IT - Software - 3.99
Auto Components - 6.21
Chemicals & Petrochemicals - 4.28

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