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 -7.32% -5.65%
6 Month 0.59% -4.35%
1 Year 19.77% 18.63%
3 Year - 20.88%
5 Year - 25.38%

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 12.6% 5.19%
3 Year - 27.62%
5 Year - 27.89%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Mid Cap Fund Regular Plan Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Year 47.87% 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

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns9.41%

VS

Axis Conservative Hybrid Fund - Regular Plan - Growth Option Axis Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns5.2%

Compare Now

Kotak Credit Risk Fund - Growth Kotak Credit Risk Fund - Growth

3Y Returns4.9%

VS

UTI Credit Risk Fund  - Regular Plan - Growth Option UTI Credit Risk Fund - Regular Plan - Growth Option

3Y Returns6.15%

Compare Now

SBI Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns14.26%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns14.97%

Compare Now

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns14.93%

VS

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns6.65%

Compare Now
Request call back
Add to Cart Successfully