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WhiteOak Capital Large Cap Fund Regular Plan Growth vs Mahindra Manulife Large Cap Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon Mahindra Manulife Large Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1141 Cr ₹749 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 0.07% 0.73%
6 Month 5.65% 3.94%
1 Year 3.02% 3.35%
3 Year 16.29% 13.47%
5 Year - 15.18%

SIP Return Analysis

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth
6 Month 3.01% 2.93%
1 Year 16.19% 13.54%
3 Year 16.14% 12.83%
5 Year - 12.7%

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% 10.49%
3 Year - 15.14%
5 Year - 17.85%

Risk Management

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Standard Deviation - 12.28%
Sharp - 0.54%
Beta - 0.99%
Alpha - -0.94%

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 16.53 8.4
Large Cap 75.06 84.98
Small Cap 4.19 1.51
Mid Cap 4.23 5.11

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

Others 6.49 3.43
Communication Services 6.58 5.42
Energy 4.19 7.35
Technology 8.26 10.64
Industrials 6.3 7.42
Financial Services 34.47 37.15
Basic Materials 5.48 5.61
Real Estate 3.66 0.99
Healthcare 6.02 3.73
Consumer Cyclical 14.12 10.77
Consumer Defensive 3.12 5.9
Utilities 1.3 1.57

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