WhiteOak Capital Multi Asset Allocation Fund vs Quant Multi Asset Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Invest NowQuant Multi Asset Fund-Growth
Invest NowChart Comparison
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) | ₹938 Cr | ₹3026 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 | 1.96 | 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 |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Quant Multi Asset Fund-Growth |
---|---|---|
1 Month | 1.56% | 1.51% |
6 Month | 6.21% | 1.23% |
1 Year | 17.74% | 27.12% |
3 Year | - | 20.08% |
5 Year | - | 27.48% |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Quant Multi Asset Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | 14.74% | 12.65% |
3 Year | - | 23.71% |
5 Year | - | 27.39% |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Quant Multi Asset Fund-Growth |
---|---|---|
1 Year | 20.56% | 7.46% |
3 Year | - | 7.37% |
5 Year | - | 8.06% |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Quant Multi Asset Fund-Growth |
---|---|---|
Standard Deviation | - | 12.7% |
Sharp | - | 1.17% |
Beta | - | 0.88% |
Alpha | - | 9.51% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 9 | 22 |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Quant Multi Asset Fund-Growth |
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Quant Multi Asset Fund-Growth |
---|---|---|
Others | 56.55 | 52.09 |
Small Cap | 12.24 | 3.5 |
Large Cap | 27.82 | 36.35 |
Mid Cap | 3.18 | 8.07 |
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Quant Multi Asset Fund-Growth |
---|---|---|
Others | 56.55 | 52.09 |
Realty | 4.53 | - |
Petroleum Products | 2.06 | 8.93 |
IT - Software | 2.27 | - |
Pharmaceuticals & Biotechnology | 1.86 | - |
Construction | 1.38 | 8.89 |
Finance | 2.18 | 6.09 |
Consumer Durables | 0.61 | - |
Diversified FMCG | 0.23 | 9.17 |
Non - Ferrous Metals | 0.19 | - |
Banks | 11.77 | - |
Healthcare Services | 0.17 | - |
Automobiles | 1.23 | - |
Electrical Equipment | 0.88 | 8.07 |
Auto Components | 0.23 | - |
Cement & Cement Products | 0.24 | - |
Ferrous Metals | 0.18 | - |
Leisure Services | 0.06 | - |
Personal Products | 0.53 | - |
Industrial Products | 0.32 | - |
Insurance | 0.73 | 6.77 |
Beverages | 0.2 | - |
Healthcare Equipment & Supplies | 0.33 | - |
Oil | 0.69 | - |
Power | 3.79 | - |
IT - Services | 0.53 | - |
Food Products | 0.65 | - |
Aerospace & Defense | 0.3 | - |
Chemicals & Petrochemicals | 0.33 | - |
Capital Markets | 1.85 | - |
Telecom - Services | 0.97 | - |
Financial Technology (Fintech) | 0.19 | - |
Transport Services | 0.22 | - |
Retailing | 1.2 | - |
Household Products | 0.23 | - |
Commercial Services & Supplies | 0.11 | - |
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