WhiteOak Capital Multi Cap vs Mahindra Manulife Multi Cap
Data updated · direct-growth plans · not investment advice
WhiteOak Capital Multi Cap currently edges it with a Smart Score of 77/100 vs 70/100. WhiteOak Capital Multi Cap has the stronger risk-adjusted profile (Sortino 1.03 vs 0.79), 3-year returns of 17.5% vs 16.5%, and an expense ratio of 0.89% vs 0.93%. Scores are relative to all Multi Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 0.9% | 4.6%BEST | ||
3Y return | 17.5%BEST | 16.5% | ||
5Y return | — | 13.6%BEST | ||
Since launch | 16.8% | 17.0%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +6.3% | +10.1%BEST | ||
3Y vs index | +7.2%BEST | +6.2% | ||
5Y vs index | — | +5.1%BEST | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.77BEST | 0.67 | ||
Sortino ratio | 1.03BEST | 0.79 | ||
Std deviation | 15.71BEST | 16.97 | ||
Alpha | 5.90BEST | 4.58 | ||
Beta | 0.89 | 0.96 | ||
| Cost & size | ||||
Expense ratio | 0.89%BEST | 0.93% | ||
Fund size | ₹4.3k Cr | ₹7.5k CrBEST | ||
Portfolio P/E | 26.17 | 23.99BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | — | Vishal Jajoo, Neelesh Dhamnaskar | ||
Benchmark | — | — | ||
Riskometer | Very High | Very High | ||
Start date | 22 Sept 2023 | 04 May 2017 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is WhiteOak Capital Multi Cap better than Mahindra Manulife Multi Cap?
WhiteOak Capital Multi Cap currently edges it with a Smart Score of 77/100 vs 70/100. WhiteOak Capital Multi Cap has the stronger risk-adjusted profile (Sortino 1.03 vs 0.79), 3-year returns of 17.5% vs 16.5%, and an expense ratio of 0.89% vs 0.93%. Scores are relative to all Multi Cap peers and refresh with every data update.
Which is cheaper — WhiteOak Capital Multi Cap or Mahindra Manulife Multi Cap?
WhiteOak Capital Multi Cap has the lower expense ratio: 0.89% vs 0.93% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), WhiteOak Capital Multi Cap leads with 1.03 vs 0.79. Sharpe ratios: WhiteOak Capital Multi Cap 0.77, Mahindra Manulife Multi Cap 0.67.