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) ₹2542 Cr ₹8941 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 1.92 1.73
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 -6.49% -5.17%
6 Month 3.19% -13.96%
1 Year 26.05% 13.84%
3 Year - 21.19%
5 Year - 31.02%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth
6 Month - -
1 Year 17.41% -7.54%
3 Year - 22.31%
5 Year - 28.32%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Quant Mid Cap Fund-Growth
1 Year 47.87% 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 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

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