WhiteOak Capital Multi Cap Fund vs Mahindra Manulife Multi Cap Fund compare

Link copied to clipboard!

WhiteOak Capital Multi Cap Fund - Regular (G)

Invest Now

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

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)	₹2405 Cr	₹5720 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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
1 Month	0.68%	0.09%
6 Month	13.8%	9.86%
1 Year	5.44%	-0.44%
3 Year	-	19.96%
5 Year	-	25.21%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
6 Month	3.71%	1.4%
1 Year	17.58%	11.73%
3 Year	-	17.04%
5 Year	-	18.38%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
1 Year	13.53%	10.79%
3 Year	-	22.23%
5 Year	-	22.01%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Standard Deviation	-	14.66%
Sharp	-	0.81%
Beta	-	1.01%
Alpha	-	2.46%

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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Others	19.33	10.2
Large Cap	28.74	36.81
Mid Cap	24.57	28.48
Small Cap	27.36	24.52

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Others	9.11	5.3
Communication Services	3.91	3.66
Energy	2.49	2.44
Industrials	11.91	15.79
Financial Services	27.1	24.55
Technology	8.96	8.73
Basic Materials	3.88	7.77
Consumer Defensive	2.69	0
Healthcare	10.55	15.53
Consumer Cyclical	14.21	12.71
Real Estate	4.85	1.42
Utilities	0.34	2.11