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Mahindra Manulife Multi Cap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1481 Cr | ₹4750 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Sep 2023 | 11 May 2017 |
| 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 | % | 110% |
| Expense Ratio | 2.06 | 1.82 |
| Manager | Piyush Baranwal | Manish Lodha |
| ISIN Code | INF03VN01795 | INF174V01317 |
| 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 | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.06% | 4.23% |
| 6 Month | -2.72% | -2.57% |
| 1 Year | 11.51% | 4.46% |
| 3 Year | - | 23.77% |
| 5 Year | - | 27.89% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.38% | 9.28% |
| 1 Year | 11.34% | 6.71% |
| 3 Year | - | 20.11% |
| 5 Year | - | 20.94% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.71% | 13.05% |
| 3 Year | - | 22.32% |
| 5 Year | - | 20.89% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 15.822% |
| Sharp | - | 0.564% |
| Beta | - | 1% |
| Alpha | - | 2.224% |
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Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Piyush Baranwal | Manish Lodha |
| Total AUM | ₹5379 Cr | ₹10881 Cr |
| Funds Managed | 9 | 9 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 13.83 | 3.34 |
| Large Cap | 34.03 | 42.81 |
| Mid Cap | 24.75 | 25.35 |
| Small Cap | 27.39 | 28.49 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.79 | 3.29 |
| Communication Services | 3.79 | 4.3 |
| Energy | 3.02 | 6.09 |
| Industrials | 10.09 | 11.67 |
| Financial Services | 27.01 | 29.06 |
| Technology | 9.56 | 7.65 |
| Basic Materials | 4.27 | 5.16 |
| Consumer Cyclical | 13.67 | 17.84 |
| Healthcare | 9.06 | 7.83 |
| Real Estate | 3.86 | 1.09 |
| Consumer Defensive | 3.21 | 4.16 |
| Utilities | 0.67 | 1.87 |
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