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WhiteOak Capital Large Cap Fund Regular Plan Growth vs Mahindra Manulife Large Cap Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹698 Cr | ₹587 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 01 Dec 2022 | 18 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 | 2.31 | 2.35 |
| Manager | Piyush Baranwal | Abhinav Khandelwal |
| ISIN Code | INF03VN01662 | INF174V01697 |
| Exits Load | WhiteOak Capital Large 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 Large 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 Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.44% | 7.72% |
| 6 Month | -3.93% | -2.43% |
| 1 Year | 11.68% | 9.25% |
| 3 Year | - | 12.29% |
| 5 Year | - | 21.34% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.98% | -1.3% |
| 1 Year | -7.07% | -6.93% |
| 3 Year | - | 11.62% |
| 5 Year | - | 13.41% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 33.98% | 15.21% |
| 3 Year | - | 15.48% |
| 5 Year | - | 15.92% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.761% |
| Sharp | - | 0.415% |
| Beta | - | 0.944% |
| Alpha | - | -1.519% |
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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 |
| Funds Managed | 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 | 10.71 | 5.1 |
| Large Cap | 78.39 | 83.74 |
| Mid Cap | 6.2 | 7.26 |
| Small Cap | 4.7 | 3.91 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.03 | 3.18 |
| Energy | 3.69 | 7.8 |
| Technology | 10.31 | 9.98 |
| Consumer Cyclical | 12.77 | 9.13 |
| Industrials | 8.83 | 11.63 |
| Financial Services | 33.65 | 34.18 |
| Basic Materials | 4 | 5.43 |
| Healthcare | 5.81 | 5.53 |
| Consumer Defensive | 3.02 | 7.01 |
| Real Estate | 1.82 | - |
| Utilities | 2.95 | 2.11 |
| Communication Services | 5.13 | 4.02 |
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