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WhiteOak Capital Mid Cap Fund Regular Plan Growth vs Mahindra Manulife Mid Cap Fund compare
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2657 Cr | ₹3326 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 07 Sep 2022 | 30 Jan 2018 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
| Turn Over | 0.0% | 116% |
| Expense Ratio | 1.91 | 1.88 |
| Manager | Piyush Baranwal | Abhinav Khandelwal |
| ISIN Code | INF03VN01563 | INF174V01473 |
| Exits Load | WhiteOak Capital Mid 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 Mid 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 Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.15% | 8.38% |
| 6 Month | -11.34% | -14.75% |
| 1 Year | 13.39% | 9.8% |
| 3 Year | - | 21.11% |
| 5 Year | - | 31.39% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -7.78% | -7.07% |
| 1 Year | -8.13% | -12.92% |
| 3 Year | - | 21.65% |
| 5 Year | - | 23.79% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 45.53% | 18.34% |
| 3 Year | - | 24.82% |
| 5 Year | - | 23.92% |
Risk Management
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 16.816% |
| Sharp | - | 0.771% |
| Beta | - | 0.943% |
| Alpha | - | 0.577% |
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Fund Managers
| Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Piyush Baranwal | Abhinav Khandelwal |
| Total AUM | ₹5379 Cr | ₹5522 Cr |
| Funds Managed | 9 | 5 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 16.33 | 4.06 |
| Mid Cap | 58.93 | 65.42 |
| Small Cap | 15.05 | 12.81 |
| Large Cap | 9.68 | 17.71 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Mid Cap Fund Regular Plan Growth |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.09 | 4.06 |
| Industrials | 12.99 | 14.71 |
| Basic Materials | 4.56 | 10.46 |
| Consumer Cyclical | 12.01 | 14.49 |
| Healthcare | 12.44 | 9.97 |
| Financial Services | 21.4 | 20.71 |
| Technology | 10.66 | 7.71 |
| Energy | 2.77 | 4.38 |
| Consumer Defensive | 0.98 | 7.3 |
| Real Estate | 3.19 | 1.21 |
| Utilities | 0.82 | 1.73 |
| Communication Services | 4.09 | 3.26 |
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