WhiteOak Capital Multi Cap Fund vs Mahindra Manulife Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1481 Cr | ₹4750 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 22 Sep 2023 | 11 May 2017 |
Category | Multi Cap | Multi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
Turn Over | % | 110% |
Expense Ratio | 2.06 | 1.82 |
Manager | Piyush Baranwal | Manish Lodha |
ISIN Code | INF03VN01795 | INF174V01317 |
Exits Load | WhiteOak Capital Multi 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 Multi 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 Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.99% | 2.59% |
6 Month | -3.16% | -5.16% |
1 Year | 11.07% | 3.64% |
3 Year | - | 17.1% |
5 Year | - | 26.65% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.36% | 1.21% |
1 Year | -0.71% | -5.33% |
3 Year | - | 18.31% |
5 Year | - | 20.55% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 31.76% | 14.05% |
3 Year | - | 22.75% |
5 Year | - | 19.45% |
Risk Management
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 15.822% |
Sharp | - | 0.564% |
Beta | - | 1% |
Alpha | - | 2.224% |
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 Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Piyush Baranwal | Manish Lodha |
Total AUM | ₹5379 Cr | ₹10881 Cr |
Funds Managed | 9 | 9 |
WhiteOak Capital Multi Cap Fund - Regular (G) | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 13.83 | 3.34 |
Large Cap | 34.03 | 42.81 |
Mid Cap | 24.75 | 25.35 |
Small Cap | 27.39 | 28.49 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 11.79 | 3.29 |
Communication Services | 3.79 | 4.3 |
Energy | 3.02 | 6.09 |
Industrials | 10.09 | 11.67 |
Financial Services | 27.01 | 29.06 |
Technology | 9.56 | 7.65 |
Basic Materials | 4.27 | 5.16 |
Consumer Cyclical | 13.67 | 17.84 |
Healthcare | 9.06 | 7.83 |
Real Estate | 3.86 | 1.09 |
Consumer Defensive | 3.21 | 4.16 |
Utilities | 0.67 | 1.87 |
Top Comparisons
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns13.29%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns20.67%
ICICI Prudential MNC Fund - Growth Option
3Y Returns12.46%
UTI - MNC Fund - Regular Plan - Growth Option
3Y Returns11.51%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns13.96%
ICICI Prudential Quant Fund Growth
3Y Returns16.33%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns12.28%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns11.6%