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

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tortoise-icon WhiteOak Capital Mid Cap Fund Regular Plan Growth

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tortoise-icon Mahindra Manulife Mid 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 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 32.55% 31.25%
3 Year 44.65% 83.74%
5 Year 44.65% 129.49%

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%

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

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