COMPARE
quant Large & Mid Cap Fund - Growth Option-Direct Plan vs Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth
quant Large & Mid Cap Fund and Whiteoak Capital Large & Mid Cap Fund are both in the Large & Mid Cap Fund category, from quant Money Managers Limited and WhiteOak Capital Asset Management Limited respectively. Whiteoak Capital Large & Mid Cap Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Whiteoak Capital Large & Mid Cap Fund has the lower direct-plan expense ratio, by 0.35 percentage points.
| quant Large & Mid Cap Fund - Growth Option-Direct Plan | Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth | |
|---|---|---|
| Category | Large & Mid Cap Fund | Large & Mid Cap Fund |
| AMC | quant Money Managers Limited | WhiteOak Capital Asset Management Limited |
| Benchmark | NIFTY LargeMidcap 250 TRI | BSE 250 LargeMidCap Index TRI |
| NAV | ₹131.6213 (2026-10-28) | ₹13.582 (2026-10-28) |
| AUM | ₹3,297.195 Cr | ₹2,359.97 Cr |
| Expense Ratio (Direct) | 1.23% | 0.88% |
| Inception | 2006-11-20 | 2023-12-01 |
Returns
Risk Metrics
quant Large & Mid Cap Fund has been the more volatile of the two by standard deviation.
| quant Large & Mid Cap Fund - Growth Option-Direct Plan | Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth | |
|---|---|---|
| 3Y Sharpe Ratio | 0.31 | 0.22 |
| 3Y Alpha | 2.2569% | 2.6105% |
| 3Y Std Deviation | 16.0167% | 14.0528% |
| 3Y Calmar Ratio | 0.50 | 0.63 |
Portfolio Analytics
quant Large & Mid Cap Fund carries the higher portfolio YTM.
| quant Large & Mid Cap Fund - Growth Option-Direct Plan | Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth | |
|---|---|---|
| P/E Ratio | 30.8438 | 27.2197 |
| P/B Ratio | 4.4922 | - |
| Dividend Yield | 0.3129% | 0.9027% |
| Active Share | 95.91% | 53.75% |
| Portfolio Turnover | - | 215% |
| YTM | 5.3701% | 5.2839% |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
Whiteoak Capital Large & Mid Cap Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a lower expense ratio, quant Large & Mid Cap Fund or Whiteoak Capital Large & Mid Cap Fund?
Whiteoak Capital Large & Mid Cap Fund's direct-plan expense ratio is 0.35 percentage points lower than quant Large & Mid Cap Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, quant Large & Mid Cap Fund or Whiteoak Capital Large & Mid Cap Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), quant Large & Mid Cap Fund has been more volatile than Whiteoak Capital Large & Mid Cap Fund over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.31 for quant Large & Mid Cap Fund vs 0.22 for Whiteoak Capital Large & Mid Cap Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, quant Large & Mid Cap Fund or Whiteoak Capital Large & Mid Cap Fund?
quant Large & Mid Cap Fund has ₹3,297 Cr in assets under management, versus ₹2,360 Cr for Whiteoak Capital Large & Mid Cap Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which has a higher yield to maturity (YTM), quant Large & Mid Cap Fund or Whiteoak Capital Large & Mid Cap Fund?
quant Large & Mid Cap Fund's portfolio YTM (5.3701%) is higher than Whiteoak Capital Large & Mid Cap Fund's. YTM is the weighted-average return a debt fund's current bond holdings would earn if held to maturity, assuming no defaults and coupons reinvested at the same rate - a useful forward-looking yield estimate for debt funds the way rolling CAGR is for equity funds, though it's an estimate based on today's portfolio, not a guaranteed return, and can move as bonds are bought/sold or as interest rates change.
Which fund has a longer track record, quant Large & Mid Cap Fund or Whiteoak Capital Large & Mid Cap Fund?
quant Large & Mid Cap Fund launched on 2006-11-20, making it older than Whiteoak Capital Large & Mid Cap Fund (launched 2023-12-01). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.