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 Risk | Very High Risk |
Asset Size (Cr) | ₹698 Cr | ₹587 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 | -1.08% | -0.53% |
6 Month | -3.46% | -7.3% |
1 Year | 12.78% | 8.27% |
3 Year | - | 10.49% |
5 Year | - | 14.32% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.09% | -0.85% |
3 Year | - | 13.87% |
5 Year | - | 15.47% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 34.58% | 15.21% |
3 Year | - | 15.48% |
5 Year | - | 15.92% |
Risk Management
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 11.79% |
Sharp | - | 0.89% |
Beta | - | 0.91% |
Alpha | - | 0.51% |
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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 |
Fund Manage | 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 | 4.23 | 2.5 |
Small Cap | 8.44 | 3.84 |
Large Cap | 79.12 | 85.93 |
Mid Cap | 8.21 | 7.73 |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.23 | 2.5 |
Realty | 2.4 | - |
Petroleum Products | 2.75 | 7.69 |
IT - Software | 7.98 | 10.19 |
Construction | 2.61 | 5.13 |
Finance | 7.3 | 3.27 |
Non - Ferrous Metals | 0.98 | 1.04 |
Banks | 23.19 | 28.56 |
Pharmaceuticals & Biotechnology | 5.03 | 5.11 |
Automobiles | 3.88 | 4.37 |
Electrical Equipment | 3.94 | - |
Cement & Cement Products | 1.17 | 2.75 |
Ferrous Metals | 0.99 | - |
Personal Products | 1.73 | 1.89 |
Insurance | 2 | 1.95 |
Beverages | 1.32 | - |
Healthcare Equipment & Supplies | 0.75 | - |
Oil | 0.96 | - |
Food Products | 3.01 | - |
Aerospace & Defense | 1.18 | 1.56 |
Consumer Durables | 1.83 | 4.4 |
Industrial Products | 0.36 | - |
Chemicals & Petrochemicals | 1.77 | 1.66 |
Capital Markets | 2.9 | - |
Telecom - Services | 3.76 | 3.91 |
Financial Technology (Fintech) | 0.45 | - |
Transport Services | 1.27 | 1.16 |
Retailing | 6.23 | 1 |
Household Products | 0.67 | - |
IT - Services | 0.59 | - |
Healthcare Services | 0.25 | 0.67 |
Power | 2.52 | 2.68 |
Diversified FMCG | - | 4.66 |
Agricultural Food & other Products | - | 1.34 |
Textiles & Apparels | - | 1.49 |
Leisure Services | - | 1.02 |
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