WhiteOak Capital Multi Cap Fund vs Quant Active Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Quant Active Fund-Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Active Fund-Growth |
---|---|---|
Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Active Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹1481 Cr | ₹9863 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 22 Sep 2023 | 04 Apr 2001 |
Category | Multi Cap | Multi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
Turn Over | % | % |
Expense Ratio | 2.06 | 1.73 |
Manager | Piyush Baranwal | Sanjeev Sharma |
ISIN Code | INF03VN01795 | INF966L01234 |
Exits Load | WhiteOak Capital Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant Active 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 Cap Fund - Regular (G) | Quant Active Fund-Growth |
---|---|---|
1 Month | -5.14% | -7.62% |
6 Month | -7.55% | -20.96% |
1 Year | 9.23% | -7.56% |
3 Year | - | 12.79% |
5 Year | - | 24.42% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Active Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -5.07% | -25.1% |
3 Year | - | 7.96% |
5 Year | - | 18% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Active Fund-Growth |
---|---|---|
1 Year | 34.95% | 17.57% |
3 Year | - | 20.88% |
5 Year | - | 18.82% |
Risk Management
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Active Fund-Growth |
---|---|---|
Standard Deviation | - | 17.19% |
Sharp | - | 0.474% |
Beta | - | 1.132% |
Alpha | - | -0.949% |
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Fund Managers
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Active Fund-Growth |
---|---|---|
Name | Piyush Baranwal | Sanjeev Sharma |
Total AUM | ₹5379 Cr | ₹39731 Cr |
Fund Manage | 9 | 22 |
WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Active Fund-Growth |
Market Cap
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Quant Active Fund-Growth |
---|---|---|
Others | 4.87 | 13.2 |
Small Cap | 34.03 | 26.86 |
Large Cap | 33.63 | 34.48 |
Mid Cap | 27.47 | 25.42 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Quant Active Fund-Growth |
---|---|---|
Others | 4.87 | 13.2 |
Realty | 3.56 | 2.27 |
Petroleum Products | 1.54 | 9.55 |
Industrial Products | 5.09 | 0.79 |
IT - Software | 5.54 | 1.08 |
Pharmaceuticals & Biotechnology | 5.83 | 8.72 |
Construction | 2.08 | 2.24 |
Cement & Cement Products | 0.9 | - |
Retailing | 5.33 | 2.4 |
Finance | 6.95 | 9.63 |
Healthcare Services | 2.2 | - |
Electrical Equipment | 4.45 | - |
Agricultural Food & other Products | 0.04 | 2.11 |
Non - Ferrous Metals | 0.36 | - |
Banks | 12.52 | 0.62 |
Leisure Services | 1.66 | 2.43 |
Paper, Forest & Jute Products | 0.12 | - |
Transport Services | 0.9 | 2.86 |
Auto Components | 2.95 | 3.45 |
Ferrous Metals | 1.04 | 4.54 |
Consumer Durables | 3.52 | - |
Personal Products | 1.65 | - |
Food Products | 1.33 | 3.92 |
Automobiles | 1.32 | - |
Power | 0.48 | 3.5 |
Telecom - Services | 2.14 | 1.51 |
Chemicals & Petrochemicals | 1.58 | - |
Insurance | 2.65 | 3.92 |
Beverages | 0.37 | 1.93 |
Healthcare Equipment & Supplies | 1.31 | 0.49 |
IT - Services | 1.19 | - |
Diversified | 0.23 | 3.36 |
Aerospace & Defense | 0.87 | 0.1 |
Oil | 0.79 | - |
Textiles & Apparels | 0.64 | 1.03 |
Capital Markets | 8.54 | - |
Commercial Services & Supplies | 0.6 | - |
Gas | 0.27 | 2.94 |
Financial Technology (Fintech) | 0.72 | - |
Diversified FMCG | 0.23 | 6.03 |
Minerals & Mining | 0.42 | - |
Household Products | 0.88 | - |
Entertainment | 0.34 | 2.42 |
Fertilizers & Agrochemicals | - | 1.08 |
N.A. | - | 0.36 |
Industrial Manufacturing | - | 1.48 |
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