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

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tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

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tortoise-icon Mahindra Manulife Multi 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 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) ₹919 Cr ₹4083 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 22 Sep 2023 05 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 2.15 1.84
Manager Piyush Baranwal Manish Lodha
ISIN Code INF03VN01795 INF174V01317
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1% if redeemed within 3 months./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
1 Month 2.81% 3.09%
6 Month 20.24% 21.86%
1 Year - 46.9%
3 Year - 24.17%
5 Year - 28.57%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 14.32% 18.29%
3 Year 14.32% 45.94%
5 Year 14.32% 97.03%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
1 Year 17.29% 28.49%
3 Year 17.29% 72.38%
5 Year 17.29% 108.27%

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
Standard Deviation - 13.97%
Sharp - 1.13%
Beta - 0.97%
Alpha - 1.14%

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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
Fund Manage 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 16.64 2.94
Large Cap 33.71 43.46
Mid Cap 22.53 27.72
Small Cap 27.15 25.88

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Others -1.36 2.92
Financial 28.93 -
Automobile 3.31 -
Insurance 0.95 -
Healthcare 10.38 -
Services 11.92 -
Metals & Mining 2.92 -
Energy 3.57 -
Materials 3.46 -
Technology 6.02 -
Construction 5.35 2.76
Capital Goods 10.41 -
Consumer Staples 6.55 -
Consumer Discretionary 3.53 -
Communication 0.98 -
Textiles 1.29 -
Chemicals 1.59 -
Diversified 0.23 -
Telecom - Services - 3.29
Petroleum Products - 6.68
Finance - 4.11
Cement & Cement Products - 4.57
Transport Services - 1.24
Diversified FMCG - 4.24
Banks - 10.95
Agricultural, Commercial & Construction Vehicles - 1.02
Leisure Services - 1.97
Paper, Forest & Jute Products - 1.52
Automobiles - 1.72
Pharmaceuticals & Biotechnology - 5.85
IT - Software - 10.48
Electrical Equipment - 2.37
Agricultural Food & other Products - 2.96
Industrial Manufacturing - 2.93
Capital Markets - 2.36
Beverages - 0.97
Consumer Durables - 1.51
Oil - 3.63
Textiles & Apparels - 0.69
Power - 3.91
Industrial Products - 5.01
Chemicals & Petrochemicals - 0.4
Fertilizers & Agrochemicals - 1.99
Retailing - 2.73
Auto Components - 4.04
Realty - 0.74
Healthcare Services - 0.44

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