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

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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tortoise-icon 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) ₹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%

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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

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