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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) | ₹4448 Cr | ₹4295 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 | -2.55% | -0.71% |
| 6 Month | 0.97% | 1.08% |
| 1 Year | 12.73% | 8.96% |
| 3 Year | 25.78% | 24.74% |
| 5 Year | - | 23.17% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.33% | 1.84% |
| 1 Year | 16.39% | 11.86% |
| 3 Year | 19.49% | 15.33% |
| 5 Year | - | 18.62% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 27.51% | 11.12% |
| 3 Year | 25.19% | 24.06% |
| 5 Year | - | 25.4% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.67% | 14.84% |
| Sharp | 1.21% | 1.14% |
| Beta | 0.93% | 0.95% |
| Alpha | 2.3% | 0.89% |
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 | 23.49 | 14.53 |
| Mid Cap | 57.32 | 68.53 |
| Large Cap | 4.1 | 5.75 |
| Small Cap | 15.09 | 11.2 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.58 | 1.76 |
| Basic Materials | 7.39 | 8.8 |
| Consumer Defensive | 0.71 | 4.34 |
| Healthcare | 16.36 | 11.31 |
| Financial Services | 19.94 | 27.54 |
| Industrials | 11.56 | 20.58 |
| Real Estate | 5.8 | 1.53 |
| Technology | 9.27 | 6.97 |
| Consumer Cyclical | 8.18 | 9.58 |
| Energy | 2.98 | 1.24 |
| Communication Services | 6.24 | 3.67 |
| Utilities | - | 2.68 |
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