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) | ₹1014 Cr | ₹704 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 | 1.73% | 1.89% |
6 Month | 14.59% | 12.59% |
1 Year | 1% | -2.57% |
3 Year | - | 12.86% |
5 Year | - | 18.31% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.84% | 2.2% |
1 Year | 11.83% | 9% |
3 Year | - | 13.19% |
5 Year | - | 13.26% |
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 | - | 12.48% |
Sharp | - | 0.51% |
Beta | - | 0.97% |
Alpha | - | -0.31% |
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 | 19 | 5.82 |
Large Cap | 71.08 | 86.51 |
Small Cap | 5.31 | 1.68 |
Mid Cap | 4.6 | 5.99 |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.8 | 2.59 |
Communication Services | 6.86 | 4.77 |
Energy | 4.01 | 6.77 |
Technology | 7.89 | 10.39 |
Industrials | 9.74 | 8.45 |
Financial Services | 33.6 | 36.7 |
Basic Materials | 4.79 | 6.13 |
Real Estate | 3.29 | - |
Healthcare | 5.4 | 4.74 |
Consumer Cyclical | 11.04 | 8.12 |
Consumer Defensive | 2.85 | 9.32 |
Utilities | 1.72 | 2.02 |
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