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

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon Mahindra Manulife Large 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 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 -5.03% -5.57%
6 Month 6.77% 3.58%
1 Year 29.58% 22.78%
3 Year - 10.43%
5 Year - 15.02%

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 22.28% 14.43%
3 Year - 17.83%
5 Year - 18.21%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth
1 Year 35.62% 15.14%
3 Year - 15.81%
5 Year - 16.84%

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%

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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

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

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

Mahindra Manulife Large Cap Fund - Regular Plan - Growth

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

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