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) | ₹925 Cr | ₹675 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 | 3.41% | 3.7% |
6 Month | 3.65% | 6.34% |
1 Year | 6.33% | 3.96% |
3 Year | - | 18.31% |
5 Year | - | 20.11% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 9.15% | 8.95% |
1 Year | 13.41% | 12.7% |
3 Year | - | 16.3% |
5 Year | - | 15.65% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 31.12% | 12.96% |
3 Year | - | 15.29% |
5 Year | - | 16.23% |
Risk Management
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 12.69% |
Sharp | - | 0.91% |
Beta | - | 0.93% |
Alpha | - | -0.49% |
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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 |
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 | 17.89 | 7.77 |
Large Cap | 72.55 | 83.42 |
Mid Cap | 5.24 | 6.67 |
Small Cap | 4.31 | 2.13 |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 10.89 | 4.64 |
Communication Services | 6.68 | 5.25 |
Energy | 4.11 | 7.68 |
Technology | 8.81 | 9.38 |
Industrials | 9.91 | 8.78 |
Financial Services | 34.75 | 37.13 |
Basic Materials | 3.89 | 5.21 |
Healthcare | 5.18 | 5.01 |
Consumer Cyclical | 9.51 | 7.44 |
Utilities | 2.18 | 1.76 |
Real Estate | 1.45 | - |
Consumer Defensive | 2.65 | 7.71 |
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