WhiteOak Capital Large Cap Fund Regular Plan Growth vs Mahindra Manulife Large Cap Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

Invest Now

tortoise-icon Mahindra Manulife Large 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 Large Cap Fund Regular Plan Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Fund WhiteOak Capital Large Cap Fund Regular Plan Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹553 Cr ₹511 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 01 Dec 2022 08 Mar 2019
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark BSE 100 NIFTY 100 TRI
Turn Over 0.0% 101%
Expense Ratio 2.36 2.37
Manager Piyush Baranwal Abhinav Khandelwal
ISIN Code INF03VN01662 INF174V01697
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 Large Cap Fund Regular Plan Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth
1 Month 2.35% 1.03%
6 Month 19.65% 19.36%
1 Year 40.59% 37.57%
3 Year - 16.81%
5 Year - 19.45%

SIP Return Analysis

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 16.68% 14.47%
3 Year 25.7% 31.07%
5 Year 25.7% 60.22%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth
1 Year 24.23% 19.49%
3 Year 29.85% 46.61%
5 Year 29.85% 66.83%

Risk Management

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Standard Deviation - 11.79%
Sharp - 0.89%
Beta - 0.91%
Alpha - 0.51%

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 Large Cap Fund Regular Plan Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Name Piyush Baranwal Abhinav Khandelwal
Total AUM ₹5379 Cr ₹5522 Cr
Fund Manage 9 5
WhiteOak Capital Large Cap Fund Regular Plan Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

Large Cap 76.39 81.5
Others 12.65 3.36
Small Cap 6.12 3.35
Mid Cap 4.85 11.79

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

Financial 35.63 -
Energy 6.3 -
Consumer Staples 7.44 -
Capital Goods 8.17 -
Technology 7.26 -
Consumer Discretionary 2.87 -
Services 9.14 -
Automobile 5.04 -
Construction 4.53 4.56
Materials 2.29 -
Communication 2.28 -
Metals & Mining 2.52 -
Chemicals 1.55 -
Healthcare 4.3 -
Others -0.76 1.92
Insurance 1.45 1.41
Banks - 26.66
Petroleum Products - 7.61
IT - Software - 11.43
Diversified FMCG - 4.03
Telecom - Services - 3.26
Cement & Cement Products - 3.08
Automobiles - 4.97
Personal Products - 2.48
Power - 3.68
Retailing - 3.52
Pharmaceuticals & Biotechnology - 4.32
Consumer Durables - 2.15
Finance - 2
Gas - 2
Food Products - 1.84
Oil - 1.5
Industrial Manufacturing - 1.35
Chemicals & Petrochemicals - 1.33
Auto Components - 1.89
Agricultural Food & other Products - 1.18
Industrial Products - 0.96
Non - Ferrous Metals - 0.87

Top Comparisons

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns13.4%

VS

LIC MF Balanced Advantage Fund Regular - Growth LIC MF Balanced Advantage Fund Regular - Growth

3Y Returns0%

Compare Now

ITI Focused Equity Fund Regular - Growth ITI Focused Equity Fund Regular - Growth

3Y Returns0%

VS

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns19.04%

Compare Now

ITI Arbitrage Fund Regular - Growth ITI Arbitrage Fund Regular - Growth

3Y Returns4.78%

VS

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns5.83%

Compare Now

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns5.99%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.01%

Compare Now
Request call back
Add to Cart Successfully