WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Mahindra Manulife Mid Cap Fund compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3191 Cr | ₹3776 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 07 Sep 2022 | 30 Jan 2018 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
Turn Over | 0.0% | 116% |
Expense Ratio | 1.91 | 1.88 |
Manager | Piyush Baranwal | Abhinav Khandelwal |
ISIN Code | INF03VN01563 | INF174V01473 |
Exits Load | WhiteOak Capital Mid 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 Mid 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 Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 5.23% | 4.13% |
6 Month | 1.66% | 1.32% |
1 Year | 13.1% | 3.86% |
3 Year | - | 30.07% |
5 Year | - | 30.07% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 13.57% | 11.33% |
1 Year | 16.8% | 9.48% |
3 Year | - | 25.54% |
5 Year | - | 25.14% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 42.73% | 16.52% |
3 Year | - | 24.3% |
5 Year | - | 24.41% |
Risk Management
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 16.48% |
Sharp | - | 1.10% |
Beta | - | 0.93% |
Alpha | - | 0.89% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Piyush Baranwal | Abhinav Khandelwal |
Total AUM | ₹5379 Cr | ₹5522 Cr |
Funds Managed | 9 | 5 |
WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 16.33 | 4.06 |
Mid Cap | 58.93 | 65.42 |
Small Cap | 15.05 | 12.81 |
Large Cap | 9.68 | 17.71 |
Sector Allocation
Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 14.09 | 4.06 |
Industrials | 12.99 | 14.71 |
Basic Materials | 4.56 | 10.46 |
Consumer Cyclical | 12.01 | 14.49 |
Healthcare | 12.44 | 9.97 |
Financial Services | 21.4 | 20.71 |
Technology | 10.66 | 7.71 |
Energy | 2.77 | 4.38 |
Consumer Defensive | 0.98 | 7.3 |
Real Estate | 3.19 | 1.21 |
Utilities | 0.82 | 1.73 |
Communication Services | 4.09 | 3.26 |
Top Comparisons
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.79%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.73%
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)
3Y Returns0%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.35%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.33%
Nippon India Liquid Fund -Growth Plan
3Y Returns6.91%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.95%