WhiteOak Capital Large Cap Fund Regular Plan Growth vs Mahindra Manulife Large Cap Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1047 Cr | ₹705 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 01 Dec 2022 | 18 Mar 2019 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 | NIFTY 100 TRI |
Turn Over | 0.0% | 101% |
Expense Ratio | 2.31 | 2.35 |
Manager | Piyush Baranwal | Abhinav Khandelwal |
ISIN Code | INF03VN01662 | INF174V01697 |
Exits Load | WhiteOak Capital Large 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 Large 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 Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.32% | 0.08% |
6 Month | 10.99% | 6.32% |
1 Year | 3.54% | 1.14% |
3 Year | - | 14.84% |
5 Year | - | 18.09% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.27% | 0.01% |
1 Year | 12.69% | 7.48% |
3 Year | - | 12.06% |
5 Year | - | 12.49% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 25.45% | 11.54% |
3 Year | - | 15.3% |
5 Year | - | 17.9% |
Risk Management
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 12.34% |
Sharp | - | 0.57% |
Beta | - | 0.98% |
Alpha | - | -1.21% |
Fund Managers
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Piyush Baranwal | Abhinav Khandelwal |
Total AUM | ₹5379 Cr | ₹5522 Cr |
Funds Managed | 9 | 5 |
WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 17.23 | 5.33 |
Large Cap | 72.61 | 86.57 |
Small Cap | 5.11 | 2.27 |
Mid Cap | 5.05 | 5.83 |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.01 | 2.28 |
Communication Services | 6.88 | 4.83 |
Energy | 3.86 | 6.84 |
Technology | 8.31 | 10.67 |
Industrials | 8.74 | 8.45 |
Financial Services | 32.97 | 34.14 |
Basic Materials | 4.92 | 6.52 |
Real Estate | 3.95 | - |
Healthcare | 5.28 | 4.23 |
Consumer Cyclical | 14 | 9.91 |
Consumer Defensive | 2.73 | 10.21 |
Utilities | 1.35 | 1.92 |
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