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

Link copied to clipboard!

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

Invest Now

tortoise-icon 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) ₹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 -4.85% -6.74%
6 Month 11.14% 5.55%
1 Year 33.01% 27.82%
3 Year - 16.47%
5 Year - 23.79%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 29.17% 18.85%
3 Year - 25.87%
5 Year - 26.64%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
1 Year 44.46% 13.71%
3 Year - 23.06%
5 Year - 17.34%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 2.28
Large Cap 33.71 44.94
Mid Cap 22.53 25.13
Small Cap 27.15 27.65

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

Others -1.36 2.28
Financial 28.93 -
Automobile 3.31 -
Insurance 0.95 1.44
Healthcare 10.38 -
Services 11.92 -
Metals & Mining 2.92 -
Energy 3.57 -
Materials 3.46 -
Technology 6.02 -
Construction 5.35 1.59
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 - 1.13
Petroleum Products - 5.27
IT - Services - 0.42
Finance - 6.21
Cement & Cement Products - 3.55
Transport Services - 2.88
Diversified FMCG - 4.98
Banks - 8.87
Agricultural, Commercial & Construction Vehicles - 0.95
Leisure Services - 2.01
Paper, Forest & Jute Products - 1.69
IT - Software - 9.41
Electrical Equipment - 2.41
Automobiles - 2.28
Agricultural Food & other Products - 3.06
Industrial Manufacturing - 2.02
Capital Markets - 3.74
Beverages - 0.39
Consumer Durables - 1.81
Oil - 2.69
Textiles & Apparels - 1.32
Realty - 0.52
Personal Products - 0.63
Industrial Products - 4.13
Pharmaceuticals & Biotechnology - 4.43
Power - 2.86
Chemicals & Petrochemicals - 2.38
Fertilizers & Agrochemicals - 2.58
Retailing - 6.43
Auto Components - 3.64

Top Comparisons

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns7.84%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns8.65%

Compare Now

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns18.65%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns21.34%

Compare Now

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns14.43%

VS

LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Growth

3Y Returns9.97%

Compare Now

Kotak Consumption Fund - Regular (G) Kotak Consumption Fund - Regular (G)

3Y Returns0%

VS

Aditya Birla Sun Life India Gennext Fund-Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option

3Y Returns12.9%

Compare Now
Request call back
Add to Cart Successfully