WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs BANDHAN Core Equity Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2045 Cr | ₹12784 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Dec 2023 | 09 Aug 2005 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI |
| Turn Over | % | 71% |
| Expense Ratio | 2.04 | 1.78 |
| Manager | Ramesh Mantri | Manish Gunwani |
| ISIN Code | INF03VN01837 | INF194K01524 |
| Exits Load | WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Bandhan Core Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.33% | -1.23% |
| 6 Month | 6.27% | 7.23% |
| 1 Year | 5.11% | 5.46% |
| 3 Year | - | 22.63% |
| 5 Year | - | 22% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.22% | 1.39% |
| 1 Year | 14.1% | 13.9% |
| 3 Year | - | 19.57% |
| 5 Year | - | 20.64% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.56% | 12.94% |
| 3 Year | - | 12.5% |
| 5 Year | - | 11.54% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.31% |
| Sharp | - | 1.15% |
| Beta | - | 0.95% |
| Alpha | - | 4.33% |
Fund Managers
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Ramesh Mantri | Manish Gunwani |
| Total AUM | ₹0 Cr | ₹8731 Cr |
| Funds Managed | 10 | 4 |
| WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 13.77 | 9.63 |
| Large Cap | 43.59 | 34.4 |
| Mid Cap | 36.93 | 39.4 |
| Small Cap | 5.71 | 16.58 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.72 | 4.9 |
| Communication Services | 5.15 | 5.55 |
| Energy | 4.05 | 3.53 |
| Technology | 9.38 | 12.13 |
| Basic Materials | 6.21 | 4.84 |
| Industrials | 9.77 | 9.76 |
| Financial Services | 32.92 | 31.37 |
| Healthcare | 9.6 | 9.67 |
| Real Estate | 4.51 | 3.67 |
| Consumer Cyclical | 10.64 | 7.45 |
| Consumer Defensive | 2.62 | 6.22 |
| Utilities | 0.42 | 0.92 |
Top Comparisons
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.38%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns10.98%
Kotak Banking and PSU Debt - Growth
3Y Returns7.44%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.32%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.18%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.51%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns11.41%
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.45%