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WhiteOak Capital Multi Asset Allocation Fund vs Quant Multi Asset Fund compare

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tortoise-icon WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Quant Multi Asset Fund-Growth
1 Month 3.71% 2.76%
6 Month 5.32% -2.79%
1 Year 15.92% 4.26%
3 Year - 16.13%
5 Year - 31.12%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Quant Multi Asset Fund-Growth
6 Month 4.37% -0.3%
1 Year 14.28% -2.6%
3 Year - 18.29%
5 Year - 22.18%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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 -

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