Mahindra Manulife Multi Cap Fund vs WhiteOak Capital 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 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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