WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Mahindra Manulife Mid Cap Fund compare

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WhiteOak Capital Mid Cap Fund Regular Plan Growth

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Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3731 Cr	₹3994 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

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Month	2.57%	1.43%
6 Month	13.98%	6.79%
1 Year	8.91%	0.67%
3 Year	25.15%	24.07%
5 Year	-	27.32%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
6 Month	4.75%	1.83%
1 Year	20.85%	10.32%
3 Year	24.53%	19.67%
5 Year	-	21.18%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Year	35.33%	13.81%
3 Year	24.28%	24.35%
5 Year	-	25.31%

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Standard Deviation	15.15%	15.31%
Sharp	1.08%	1.00%
Beta	0.90%	0.94%
Alpha	2.23%	0.61%

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

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Others	19.38	13.17
Mid Cap	60.81	67.48
Large Cap	4.1	9.78
Small Cap	15.71	9.57

Scheme Name	WhiteOak Capital Mid Cap Fund Regular Plan Growth	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Others	9.73	3.95
Industrials	15.19	19.55
Basic Materials	4.5	7.91
Consumer Defensive	1.79	4.93
Healthcare	13.66	15.04
Financial Services	22.27	18.36
Real Estate	5.56	1.61
Technology	10.44	7.06
Consumer Cyclical	9.27	14.26
Energy	2.88	1.29
Communication Services	4.5	3.04
Utilities	0.21	3