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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) | ₹2065 Cr | ₹5762 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 | -1.28% | -2.23% |
| 6 Month | 9.47% | 9.84% |
| 1 Year | 6.44% | -0.83% |
| 3 Year | - | 21.55% |
| 5 Year | - | 26.16% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 8.2% | 8.28% |
| 1 Year | 13.46% | 11.07% |
| 3 Year | - | 20.45% |
| 5 Year | - | 21.05% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.35% | 11.92% |
| 3 Year | - | 22.44% |
| 5 Year | - | 21.35% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.96% |
| Sharp | - | 1.19% |
| Beta | - | 0.97% |
| Alpha | - | 4.08% |
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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 | 18.67 | 7.79 |
| Large Cap | 31.22 | 34.22 |
| Mid Cap | 23.42 | 28.41 |
| Small Cap | 26.69 | 29.59 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.17 | 3.62 |
| Communication Services | 4.26 | 3.87 |
| Energy | 2.41 | 3.22 |
| Industrials | 14.01 | 12.72 |
| Financial Services | 26.28 | 32.8 |
| Technology | 8.48 | 6.17 |
| Basic Materials | 3.83 | 9.03 |
| Healthcare | 10.62 | 11.21 |
| Consumer Cyclical | 13.35 | 12.11 |
| Real Estate | 3.14 | 1.5 |
| Utilities | 0.72 | 2.33 |
| Consumer Defensive | 2.73 | 1.43 |
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