quant Large Cap Fund vs WhiteOak Capital Large Cap Fund
quant Large Cap Fund (Direct) and WhiteOak Capital Large Cap Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Large Cap Fund schemes — see the best large cap mutual funds for the full ranking.
Head to head
NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 02 Dec 2022 – 20 Aug 2026, limited by WhiteOak Capital Large Cap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | quant Large Cap Fund | WhiteOak Capital Large Cap Fund | Nifty 100 |
|---|---|---|---|
| 02 Dec 2022 | ₹100.00 | ₹100.00 | ₹100.00 |
| 25 Mar 2023 | ₹87.35 | ₹89.46 | ₹89.20 |
| 16 Jul 2023 | ₹103.66 | ₹105.78 | ₹103.09 |
| 06 Nov 2023 | ₹108.09 | ₹107.40 | ₹102.80 |
| 27 Feb 2024 | ₹140.11 | ₹126.64 | ₹120.41 |
| 19 Jun 2024 | ₹149.96 | ₹141.47 | ₹130.36 |
| 11 Oct 2024 | ₹155.66 | ₹152.31 | ₹138.07 |
| 01 Feb 2025 | ₹141.67 | ₹143.26 | ₹127.47 |
| 25 May 2025 | ₹144.94 | ₹152.40 | ₹134.88 |
| 15 Sep 2025 | ₹150.33 | ₹157.40 | ₹136.37 |
| 06 Jan 2026 | ₹154.62 | ₹164.64 | ₹142.07 |
| 29 Apr 2026 | ₹151.45 | ₹154.41 | ₹133.05 |
| 20 Aug 2026 | ₹161.62 | ₹161.81 | ₹134.56 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
quant Large Cap Fund and WhiteOak Capital Large Cap Fund share 19.4% of their equity book — below the 52.9% median for Large Cap × Large Cap. These two are genuinely doing different things.
Shared holdings — quant Large Cap Fund vs WhiteOak Capital Large Cap Fund
| Stock | quant Large Cap Fund | WhiteOak Capital Large Cap Fund | |
|---|---|---|---|
| ICICI Bank Ltd | 12.22% | 11.64% | 11.64% |
| Bharti Airtel Ltd | 4.95% | 6.03% | 4.95% |
| Larsen & Toubro Ltd | 9.16% | 2.06% | 2.06% |
| Oil & Natural Gas Corporation Ltd | 3.99% | 0.73% | 0.73% |
| Tech Mahindra Ltd | 9.37% | 0.00% | 0.00% |
5 shared of 11 / 58 positions. Weights are shown as a share of each fund's equity book.
| Metric | quant · Direct NAV ₹16.91 Very High risk ★★★☆☆ | WhiteOak Capital · Direct NAV ₹16.08 Very High risk ★★★★★ | Category median Large Cap Fund · 35 funds |
|---|---|---|---|
| +7.57%Best in row | +3.14% | +0.75% | |
| +15.44% | +15.59%Best in row | +12.33% | |
| +13.93% | +13.83% | +13.22% | |
| +12.55%Best in row | +11.98% | — | |
| +16.45% | +17.09%Best in row | +14.61% | |
| Risk | |||
| 15.97% | 13.35%Best in row | 13.24% | |
| 0.56 | 0.68Best in row | 0.43 | |
| 0.78 | 0.94Best in row | 0.58 | |
| -21.11% | -15.25%Best in row | -35.14% | |
| +4.94% | +4.96% | +2.33% | |
| 1.13 | 0.92 | 0.96 | |
| 121.1%Best in row | 109.8% | 103.3% | |
| 99.5% | 82.7%Best in row | 91.0% | |
| 1.49% | 0.94%Best in row | 1.07% | |
| ₹3,172Cr | ₹1,167Cr | ₹2,004Cr | |
| 1.00% | Up to 1.00% | — | |
| ₹1.00K | ₹100 | — | |
| ₹5.00K | ₹500 | — | |
| — | 205% | 50% | |
| Sanjeev Sharma | Dheeresh Pathak · 2.4y | — | |
| 12 Aug 2022 | 02 Dec 2022 | — | |
| 11 | 58 | — | |
| 71.0% | 43.2% | — | |
| 1.0% | 0.5% | — | |
6 rows carry the same value for every fund — show
- 5Y return (CAGR)
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- 10Y return (CAGR)
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- 5Y rolling avg
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- 10Y rolling avg
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- Benchmark
- Nifty 100
- Lock-in
- None
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — quant Large Cap Fund or WhiteOak Capital Large Cap Fund?
Over the last 3 years, WhiteOak Capital Large Cap Fund returned +15.59% CAGR against quant Large Cap Fund's +15.44%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — quant Large Cap Fund or WhiteOak Capital Large Cap Fund?
WhiteOak Capital Large Cap Fund has the lower expense ratio: quant Large Cap Fund charges 1.49% a year against WhiteOak Capital Large Cap Fund's 0.94%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — quant Large Cap Fund or WhiteOak Capital Large Cap Fund?
quant Large Cap Fund has shown higher volatility (+15.97% annualized vs WhiteOak Capital Large Cap Fund's +13.35%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: quant Large Cap Fund -21.11% vs WhiteOak Capital Large Cap Fund -15.25%.
Which fund manages more money — quant Large Cap Fund or WhiteOak Capital Large Cap Fund?
quant Large Cap Fund is the larger fund: quant Large Cap Fund manages ₹3,172Cr against WhiteOak Capital Large Cap Fund's ₹1,167Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are quant Large Cap Fund and WhiteOak Capital Large Cap Fund in the same category?
Yes — both are Large Cap Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.