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) | ₹1104 Cr | ₹738 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 | 1.26% | 1.25% |
| 6 Month | 6.01% | 3.88% |
| 1 Year | 5.86% | 5.07% |
| 3 Year | 15.69% | 12.88% |
| 5 Year | - | 15.91% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.92% | 3.37% |
| 1 Year | 16.59% | 13.92% |
| 3 Year | - | 13.4% |
| 5 Year | - | 13.25% |
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% | 10.57% |
| 3 Year | - | 15.15% |
| 5 Year | - | 17.91% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.32% |
| Sharp | - | 0.57% |
| Beta | - | 0.98% |
| Alpha | - | -1.22% |
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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