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 Risk | Very High Risk |
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 | -6.16% | -6.97% |
6 Month | -9.7% | -14.7% |
1 Year | 8.31% | 6.04% |
3 Year | - | 20.78% |
5 Year | - | 22.58% |
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 | -5.77% | -12.43% |
3 Year | - | 20.64% |
5 Year | - | 23.88% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Mid Cap Fund Regular Plan Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 46.7% | 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 | - | 16.27% |
Sharp | - | 0.86% |
Beta | - | 0.965% |
Alpha | - | -0.569% |
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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 | 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 |
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