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WhiteOak Capital Multi Asset Allocation Fund vs Quant Multi Asset Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Quant Multi Asset Fund-Growth
Chart Comparison
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 | 2.85% | 6.34% |
| 6 Month | 2.88% | -6.97% |
| 1 Year | 15.62% | 7.49% |
| 3 Year | - | 17.25% |
| 5 Year | - | 33.39% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Quant Multi Asset Fund-Growth |
|---|---|---|
| 6 Month | 2.42% | -2.57% |
| 1 Year | 11.08% | -4.24% |
| 3 Year | - | 18.35% |
| 5 Year | - | 22.7% |
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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