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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) | ₹2262 Cr | ₹5622 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 | 2.91% | 2.78% |
| 6 Month | 20.41% | 19.02% |
| 1 Year | 4.97% | -3.47% |
| 3 Year | - | 19.35% |
| 5 Year | - | 24.87% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.72% | 3.33% |
| 1 Year | 16.25% | 10.48% |
| 3 Year | - | 17.77% |
| 5 Year | - | 18.81% |
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 | - | 14.71% |
| Sharp | - | 0.78% |
| Beta | - | 0.99% |
| Alpha | - | 3.60% |
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 | 17.47 | 6.85 |
| Large Cap | 29.96 | 33.25 |
| Mid Cap | 23.61 | 29.25 |
| Small Cap | 28.95 | 30.65 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.38 | 2.32 |
| Communication Services | 4.02 | 3.41 |
| Energy | 2.81 | 2.49 |
| Industrials | 14.07 | 15.39 |
| Financial Services | 27.87 | 30.62 |
| Technology | 8.64 | 6.49 |
| Basic Materials | 4.36 | 8.37 |
| Healthcare | 10.85 | 14.58 |
| Consumer Cyclical | 12.05 | 11.55 |
| Real Estate | 3.68 | 1.52 |
| Utilities | 0.68 | 2.2 |
| Consumer Defensive | 3.58 | 1.05 |
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