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

Link copied to clipboard!

tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

Invest Now

tortoise-icon Mahindra Manulife Mid 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 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) ₹2542 Cr ₹3341 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 1.92 1.89
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 5.45% 3.6%
6 Month 11.67% 3.23%
1 Year 32.54% 31.12%
3 Year - 24.72%
5 Year - 27.79%

SIP Return Analysis

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 30.9% 20.06%
3 Year - 32.57%
5 Year - 30.92%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Year 48.63% 17.27%
3 Year - 25%
5 Year - 22.54%

Risk Management

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Standard Deviation 5.67% 14.84%
Sharp - 1.31%
Beta - 0.96%
Alpha - 0.6%

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 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
Fund Manage 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 6.21 2.19
Small Cap 20.97 12.09
Mid Cap 65.97 66.57
Large Cap 6.85 19.15

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Others 6.21 2.19
Realty 3.61 1.49
Industrial Products 7.06 3.86
Pharmaceuticals & Biotechnology 6.26 6.69
Cement & Cement Products 0.95 3.04
Finance 7.72 8.53
Healthcare Services 4.55 3.05
Retailing 5.1 3.39
Chemicals & Petrochemicals 0.52 2.88
IT - Software 7.27 7.94
Leisure Services 3.08 -
Paper, Forest & Jute Products 0.24 0.93
Electrical Equipment 4.9 6.43
Transport Services 0.81 -
Auto Components 4.42 8.24
Petroleum Products 0.79 1.77
Personal Products 1.23 2.44
Food Products 0.07 -
Consumer Durables 3.4 2.13
Construction 0.41 -
Telecom - Services 2.65 3.3
Fertilizers & Agrochemicals 1.34 0.89
Banks 3.57 11.5
Insurance 5.25 -
Beverages 0.44 -
Healthcare Equipment & Supplies 1.16 -
Ferrous Metals 0.76 3.42
IT - Services 0.98 -
Diversified 1.35 2.3
Oil 1.46 0.85
Textiles & Apparels 0.7 1.42
Capital Markets 7.82 2.17
Gas 0.56 1.94
Financial Technology (Fintech) 2.24 -
Diversified FMCG 0.09 -
Minerals & Mining 0.66 0.8
Commercial Services & Supplies 0.37 -
Agricultural, Commercial & Construction Vehicles - 1.04
Automobiles - 2
Agricultural Food & other Products - 1.37
Industrial Manufacturing - 0.52
Power - 1.48

Top Comparisons

360 ONE Balanced Hybrid Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth

3Y Returns0%

VS

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

3Y Returns11.43%

Compare Now

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns9.84%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns12.26%

Compare Now

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns22.82%

VS

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns18.18%

Compare Now

Nippon India Focused Equity Fund -Growth Plan -Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option

3Y Returns15.04%

VS

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns14.3%

Compare Now
Request call back
Add to Cart Successfully