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 | Very High |
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 | 6.58% | 7.19% |
6 Month | -9.56% | -18.95% |
1 Year | 12.58% | -5.46% |
3 Year | - | 11.88% |
5 Year | - | 34.27% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Active Fund-Growth |
---|---|---|
6 Month | -5.85% | -8.42% |
1 Year | -5.11% | -23.68% |
3 Year | - | 8.91% |
5 Year | - | 17.24% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Quant Active Fund-Growth |
---|---|---|
1 Year | 31.76% | 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 |
Funds Managed | 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 | 12.45 | 11.11 |
Large Cap | 34.59 | 36.35 |
Mid Cap | 23.66 | 28.27 |
Small Cap | 29.31 | 24.28 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Quant Active Fund-Growth |
---|---|---|
Others | 9.11 | 11.06 |
Energy | 2.52 | 17.22 |
Industrials | 11.86 | 13.6 |
Financial Services | 27.44 | 10.88 |
Technology | 10.32 | 1.03 |
Basic Materials | 4.91 | 8.55 |
Consumer Cyclical | 14.08 | 8.04 |
Healthcare | 9.5 | 8.35 |
Consumer Defensive | 2.51 | 12.93 |
Real Estate | 3.09 | 2.64 |
Utilities | 1.19 | 3.27 |
Communication Services | 3.47 | 2.44 |
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