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) ₹2118 Cr ₹2868 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 07 Sep 2022 05 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 1.97 1.9
Manager Piyush Baranwal Abhinav Khandelwal
ISIN Code INF03VN01563 INF174V01473
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 Mid Cap Fund Regular Plan Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Month 3.02% 1.73%
6 Month 22.86% 26.25%
1 Year 50.62% 57.47%
3 Year - 29%
5 Year - 31.55%

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 18.62% 24.11%
3 Year 37.96% 60.51%
5 Year 37.96% 118.4%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Year 48.81% 16.7%
3 Year - 25.09%
5 Year - 22.42%

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 17.54 2.98
Mid Cap 58.37 65.96
Large Cap 7.87 20.17
Small Cap 16.26 10.89

Sector Allocation

Scheme Name

WhiteOak Capital Mid Cap Fund Regular Plan Growth

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Others -1.99 2.98
Financial 27.48 -
Chemicals 2.29 -
Metals & Mining 3.7 -
Energy 3.04 -
Healthcare 13.7 -
Materials 4.34 -
Services 12.4 -
Technology 6.99 -
Consumer Staples 4.8 -
Capital Goods 10.9 -
Automobile 2.79 -
Construction 4.11 -
Communication 1.78 -
Consumer Discretionary 1.91 -
Textiles 1.03 -
Diversified 0.51 1.83
Insurance 0.26 0.35
Finance - 7.22
Cement & Cement Products - 2.04
Pharmaceuticals & Biotechnology - 7.82
Healthcare Services - 2.74
Banks - 9.08
Electrical Equipment - 5.12
Agricultural, Commercial & Construction Vehicles - 1.05
Paper, Forest & Jute Products - 0.83
Petroleum Products - 1.92
Ferrous Metals - 4.23
Telecom - Services - 4.59
Industrial Products - 4.37
Automobiles - 2.32
Agricultural Food & other Products - 1.38
IT - Software - 7.52
Consumer Durables - 2.01
Realty - 1.17
Personal Products - 2.91
Industrial Manufacturing - 0.52
Oil - 1.46
Chemicals & Petrochemicals - 4.63
Capital Markets - 1.83
Auto Components - 8.06
Gas - 1.92
Fertilizers & Agrochemicals - 0.99
Minerals & Mining - 0.92
Retailing - 3.83
Textiles & Apparels - 0.89
Power - 1.47

Top Comparisons

ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

3Y Returns12.67%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns26.31%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns11.74%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns19.36%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns27.46%

VS

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns18.01%

Compare Now

SBI Gold Fund Regular Plan - Growth SBI Gold Fund Regular Plan - Growth

3Y Returns13.76%

VS

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns13.66%

Compare Now
Request call back
Add to Cart Successfully