QUANTUM ESG BEST IN CLASS STRATEGY FUND vs WhiteOak Capital ESG Best-In-Class Strategy Fund
QUANTUM ESG BEST IN CLASS STRATEGY FUND and WhiteOak Capital ESG Best-In-Class Strategy Fund are both ESG Funds. As of 6 Nov 2026 (Direct plan, Growth option): 3-year CAGR +9.00% vs —, 5-year CAGR +7.32% vs —, volatility 15.97% vs 15.83%, maximum drawdown −33.15% vs −17.16%. Their portfolios overlap by 18.3% (13 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| QUANTUM ESG BEST IN CLASS STRATEGY | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| Fund house | Quantum Mutual Fund | WhiteOak Capital Mutual Fund |
| Compared as | ESG Funds | ESG Funds |
| NAV | ₹24.8400 | ₹10.6100 |
| NAV date | 6 Nov 2026 | 6 Nov 2026 |
| Launched (first NAV) | 12 Jul 2019 | 31 Oct 2024 |
| Track record | 7.3 yrs | 2.0 yrs |
| Fund size (AUM) | ₹88 Cr | ₹46 Cr |
| Securities held | 51 | 53 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| QUANTUM ESG BEST IN CLASS STRATEGY | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| 1 month | +5.70% | +7.58% |
| 3 months | −2.44% | −0.71% |
| 6 months | +1.06% | +4.55% |
| 1 year | −1.51% | −1.08% |
| 3 years (CAGR) | +9.00% | — |
| 5 years (CAGR) | +7.32% | — |
| 7 years (CAGR) | +13.04% | — |
| 10 years (CAGR) | — | — |
| Since launch (CAGR) | +13.23% | +3.22% |
| SIP return (XIRR, 5 years) ⓘ | +7.30% | — |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| QUANTUM ESG BEST IN CLASS STRATEGY | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| 2026 (year to date) | −3.20% | −2.08% |
| 2025 | +3.18% | +6.74% |
| 2024 | +16.54% | — |
| 2023 | +25.83% | — |
| 2022 | −3.09% | — |
| 2021 | +31.48% | — |
Risk
| QUANTUM ESG BEST IN CLASS STRATEGY | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| Volatility (annualised) ⓘ | 15.97% | 15.83% |
| Downside volatility ⓘ | 11.59% | 11.87% |
| Sharpe ratio ⓘ | 0.16 | -0.21 |
| Sortino ratio ⓘ | 0.22 | -0.28 |
| Maximum drawdown ⓘ | −33.15% | −17.16% |
| Recovery from that fall | 5 months | — |
| Current fall from peak | −8.14% | −3.76% |
| Rolling 1-year return: worst | −11.42% | −10.76% |
| Rolling 1-year return: median | +11.66% | −0.03% |
| Rolling 1-year return: best | +97.42% | +12.41% |
| Share of 1-year periods with a loss | 20.63% | 50.20% |
Against each fund's benchmark
| QUANTUM ESG BEST IN CLASS STRATEGY | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| Beta ⓘ | 0.97 | 0.92 |
| Alpha (Jensen's, annualised) ⓘ | −2.49% | +0.15% |
| R² ⓘ | 91.73 | 92.04 |
| Upside capture | 92.05% | 96.51% |
| Downside capture | 103.54% | 93.18% |
| Tracking error | 4.59% | 4.53% |
| Information ratio | -0.62 | 0.16 |
| Treynor ratio | 0.84 | -7.29 |
Portfolio
Asset mix
| QUANTUM ESG BEST IN CLASS STRATEGY | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| Equity | 98.46% | 90.19% |
| Cash & equivalents | 1.54% | 2.55% |
| Debt | 0.00% | 4.38% |
| REITs / InvITs | 0.00% | 2.88% |
Market-cap split (share of fund assets)
| QUANTUM ESG BEST IN CLASS STRATEGY | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| Large Cap | 40.29% | 65.11% |
| Mid Cap | 27.05% | 11.46% |
| Small Cap | 31.12% | 13.09% |
| Unclassified | 0.00% | 0.53% |
Concentration
| QUANTUM ESG BEST IN CLASS STRATEGY | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| Top 10 holdings | 35.35% | 48.07% |
| Effective number of stocks ⓘ | 41.3 | 28.5 |
| Securities held | 51 | 53 |
Portfolio overlap: 18.3%
13 companies are held by both funds; by weight, 18.3% of the two portfolios is the same. That is a low overlap: the two portfolios are largely different.
| Held by both | QUANTUM ESG BEST IN CLASS STRATEGY | WhiteOak Capital ESG Best-In-Class Strategy |
|---|---|---|
| HDFC Bank Limited | 4.05% | 6.42% |
| Titan Company Limited | 2.17% | 3.52% |
| Mahindra & Mahindra Limited | 2.16% | 4.38% |
| Maruti Suzuki India Limited | 1.91% | 2.53% |
| Kotak Mahindra Bank Limited | 1.86% | 3.15% |
| Bajaj Finserv Limited | 1.71% | 2.60% |
| Tata Consultancy Services Limited | 1.69% | 1.48% |
| Krishna Institute Of Medical Sciences Limited | 1.25% | 1.17% |
| Colgate Palmolive (India) Limited | 0.87% | 0.57% |
| Safari Industries (India) Limited | 1.05% | 0.50% |
| Eureka Forbes Ltd | 0.90% | 0.48% |
| Infosys Limited | 2.07% | 0.17% |
| Persistent Systems Limited | 3.39% | 0.04% |
Top 10 holdings
QUANTUM ESG BEST IN CLASS STRATEGY
- TVS Motor Company Ltd.6.32%
- HDFC Bank Limited4.05%
- Marico Limited3.76%
- The Federal Bank Limited3.58%
- Persistent Systems Limited3.39%
- VA Tech Wabag Limited3.24%
- Bosch Limited3.02%
- Bajaj Finance Limited2.91%
- HDFC Life Insurance Company Limited2.76%
- ION Exchange (India) Limited2.32%
WhiteOak Capital ESG Best-In-Class Strategy
- ICICI Bank Limited9.80%
- HDFC Bank Limited6.42%
- Nestle India Limited6.16%
- Bharti Airtel Limited6.06%
- Mahindra & Mahindra Limited4.38%
- Titan Company Limited3.52%
- Kotak Mahindra Bank Limited3.15%
- Eternal Limited3.10%
- Nexus Select Trust - REIT2.88%
- Bajaj Finserv Limited2.60%
Sector exposure
| QUANTUM ESG BEST IN CLASS STRATEGY | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| Banks | 10.43% | 20.35% |
| Automobiles | 16.90% | 6.91% |
| Consumer Durables | 11.11% | 6.97% |
| IT - Software | 9.45% | 5.34% |
| Insurance | 6.94% | 1.67% |
| Finance | 4.62% | 6.31% |
| Food Products | 0.00% | 6.16% |
| Telecom - Services | 1.18% | 6.06% |
| Healthcare Services | 5.94% | 4.11% |
| Agricultural Food & other Products | 5.79% | 0.00% |
| Other Utilities | 5.56% | 0.00% |
| Retailing | 0.00% | 4.84% |
| Auto Components | 4.47% | 2.25% |
| Chemicals & Petrochemicals | 2.00% | 3.87% |
Questions people ask
What is the difference between QUANTUM ESG BEST IN CLASS STRATEGY and WhiteOak Capital ESG Best-In-Class Strategy returns?
As of 6 Nov 2026, Direct plan Growth option: 1-year return −1.51% vs −1.08%; 3-year CAGR +9.00% vs —; 5-year CAGR +7.32% vs —; 10-year CAGR — vs —. Past returns do not indicate future returns.
How do QUANTUM ESG BEST IN CLASS STRATEGY and WhiteOak Capital ESG Best-In-Class Strategy compare on risk?
Volatility (36 monthly returns, annualised) 15.97% vs 15.83%; Sharpe ratio 0.16 vs -0.21; Sortino ratio 0.22 vs -0.28; maximum drawdown −33.15% vs −17.16%; beta 0.97 vs 0.92.
How much do QUANTUM ESG BEST IN CLASS STRATEGY and WhiteOak Capital ESG Best-In-Class Strategy overlap?
By weight, 18.3% of the two portfolios is invested in the same companies; 13 stocks are held by both, the largest shared positions being HDFC Bank Limited, Titan Company Limited, Mahindra & Mahindra Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of QUANTUM ESG BEST IN CLASS STRATEGY and WhiteOak Capital ESG Best-In-Class Strategy?
QUANTUM ESG BEST IN CLASS STRATEGY: large cap 40.3%, mid cap 27.1%, small cap 31.1%. WhiteOak Capital ESG Best-In-Class Strategy: large cap 65.1%, mid cap 11.5%, small cap 13.1% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 6 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.