Mahindra Manulife Mutual Fund vs White Oak Capital Mutual Fund SIP Comparison

Compare SIP returns, minimum investments, and top schemes to make an informed decision

Mahindra Manulife Mutual Fund

Minimum Investment

500

Average Return

11.8%

Top Schemes

Mahindra Manulife Mid Cap Fund

Mahindra Manulife Multi Cap Fund

Mahindra Manulife Top 250 Nivesh Yojana

Key Features

Mahindra Group backing

Global Manulife expertise

Focus on emerging opportunities

Strong governance

White Oak Capital Mutual Fund

Minimum Investment

1000

Average Return

14.5%

Top Schemes

White Oak Capital Large Cap Fund

White Oak Capital Flexi Cap Fund

White Oak Capital Small Cap Fund

Key Features

Veteran fund managers

High-conviction portfolios

Strong stock selection

Premium positioning

Calculate SIP Returns for Both

Calculate with Mahindra

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹60,000

Est. Returns

₹54,796

Total Value

₹1,14,796

Invested Amount: 60,000
Estimated Returns: 54,796
Total Value: 1,14,796

SIP Growth Projection

Calculate with White Oak

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹1,20,000

Est. Returns

₹1,50,224

Total Value

₹2,70,224

Invested Amount: 1,20,000
Estimated Returns: 1,50,224
Total Value: 2,70,224

SIP Growth Projection

Mahindra Manulife Mutual Fund vs White Oak Capital Mutual Fund: Which is Better for SIP?

Joint venture between Mahindra Group and Manulife Financial (Canada). Combines local market knowledge with global investment expertise.

New-age fund house started by veteran fund managers with strong track record. Known for concentrated portfolios and high-conviction stock selection.

Making Your Choice

Both Mahindra and White Oak are reputable mutual fund houses in India. Your choice should depend on your investment goals, minimum investment capacity, and preference for specific fund categories. Consider factors like minimum investment amount, average returns, fund options, and the institution's track record.

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