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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 Risk Very High Risk
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 -5.14% -5.71%
6 Month -7.55% -13.93%
1 Year 9.23% 2.34%
3 Year - 16%
5 Year - 20.68%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year -4.33% -12.18%
3 Year - 15.71%
5 Year - 20.45%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
1 Year 34.95% 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 - 15.51%
Sharp - 0.619%
Beta - 1.016%
Alpha - 1.401%

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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 4.87 7.63
Small Cap 34.03 26.02
Large Cap 33.63 39.02
Mid Cap 27.47 27.33

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Others 4.87 7.63
Realty 3.56 0.56
Petroleum Products 1.54 4.99
Industrial Products 5.09 2.95
IT - Software 5.54 7.87
Pharmaceuticals & Biotechnology 5.83 3.61
Construction 2.08 1.51
Cement & Cement Products 0.9 2.02
Retailing 5.33 5.36
Finance 6.95 4.81
Healthcare Services 2.2 -
Electrical Equipment 4.45 3.58
Agricultural Food & other Products 0.04 3.13
Non - Ferrous Metals 0.36 1.3
Banks 12.52 9.02
Leisure Services 1.66 2
Paper, Forest & Jute Products 0.12 1.51
Transport Services 0.9 3.24
Auto Components 2.95 3.36
Ferrous Metals 1.04 -
Consumer Durables 3.52 0.76
Personal Products 1.65 0.52
Food Products 1.33 -
Automobiles 1.32 2.37
Power 0.48 2.18
Telecom - Services 2.14 1.61
Chemicals & Petrochemicals 1.58 1.62
Insurance 2.65 1.49
Beverages 0.37 -
Healthcare Equipment & Supplies 1.31 -
IT - Services 1.19 0.42
Diversified 0.23 -
Aerospace & Defense 0.87 -
Oil 0.79 0.96
Textiles & Apparels 0.64 2.33
Capital Markets 8.54 7.33
Commercial Services & Supplies 0.6 -
Gas 0.27 -
Financial Technology (Fintech) 0.72 -
Diversified FMCG 0.23 4.55
Minerals & Mining 0.42 -
Household Products 0.88 -
Entertainment 0.34 -
Agricultural, Commercial & Construction Vehicles - 0.85
Industrial Manufacturing - 2
Fertilizers & Agrochemicals - 2.56

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