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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) | ₹982 Cr | ₹730 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 | -3.53% | -4.73% |
| 6 Month | 4.94% | 3.68% |
| 1 Year | 4.12% | -1.3% |
| 3 Year | - | 13.2% |
| 5 Year | - | 17.99% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.8% | 1.95% |
| 1 Year | 4.65% | 1.82% |
| 3 Year | - | 11.81% |
| 5 Year | - | 12.71% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 28.9% | 11.9% |
| 3 Year | - | 15.39% |
| 5 Year | - | 17.01% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.47% |
| Sharp | - | 0.64% |
| Beta | - | 0.93% |
| Alpha | - | -0.49% |
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 | 16.88 | 5.48 |
| Large Cap | 73.29 | 85.18 |
| Mid Cap | 6.21 | 7.24 |
| Small Cap | 3.62 | 2.1 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.45 | 2.24 |
| Communication Services | 7.23 | 5.32 |
| Energy | 4.3 | 7.49 |
| Technology | 8.53 | 10.87 |
| Industrials | 9.84 | 8.77 |
| Financial Services | 34.02 | 36.36 |
| Basic Materials | 4.17 | 5.94 |
| Healthcare | 5.99 | 4.73 |
| Consumer Cyclical | 11.66 | 8.21 |
| Utilities | 1.79 | 1.69 |
| Real Estate | 2.54 | - |
| Consumer Defensive | 2.47 | 8.37 |
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