- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2849 Cr | ₹6125 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 | -2.73% | -2.64% |
| 6 Month | 4.16% | 1.38% |
| 1 Year | 2.54% | -0.15% |
| 3 Year | - | 18.53% |
| 5 Year | - | 21.23% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.75% | 0.38% |
| 1 Year | 17.21% | 12.19% |
| 3 Year | - | 15.26% |
| 5 Year | - | 16.79% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.53% | 9.49% |
| 3 Year | - | 21.88% |
| 5 Year | - | 22.4% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.79% |
| Sharp | - | 0.82% |
| Beta | - | 0.99% |
| Alpha | - | 1.02% |
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 | 15.5 | 10.27 |
| Large Cap | 30.29 | 35.58 |
| Mid Cap | 26.22 | 26.64 |
| Small Cap | 27.98 | 27.51 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.4 | 3.33 |
| Communication Services | 3.96 | 3.95 |
| Energy | 2.65 | 2.11 |
| Industrials | 12.6 | 15.18 |
| Financial Services | 29.53 | 30.92 |
| Technology | 9.48 | 7.53 |
| Basic Materials | 5.33 | 6.36 |
| Consumer Defensive | 2.2 | - |
| Healthcare | 11.3 | 15.65 |
| Real Estate | 4.82 | 2.07 |
| Consumer Cyclical | 13.46 | 11.78 |
| Utilities | 0.28 | 1.11 |
Top Comparisons
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.25%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.31%
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns20.63%
DSP Healthcare Fund - Regular Plan - Growth
3Y Returns20.8%
Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth
3Y Returns7.18%
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth
3Y Returns7.68%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16.28%
Edelweiss Focused Fund - Regular Plan - Growth
3Y Returns16.72%
