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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs DSP Equity Opportunities Fund compare

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tortoise-icon WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

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tortoise-icon DSP Large & Mid Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH DSP Large & Mid Cap Fund - Regular Growth
Fund WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH DSP Large & Mid Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹1494 Cr ₹13444 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Dec 2023 16 May 2000
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 % 40%
Expense Ratio 2.04 1.7
Manager Ramesh Mantri Rohit Singhania
ISIN Code INF03VN01837 INF740K01094
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 DSP Equity Opportunities 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 DSP Large & Mid Cap Fund - Regular Growth
1 Month 3.19% 1.84%
6 Month -2.52% -1.67%
1 Year 8.42% 6.09%
3 Year - 25.03%
5 Year - 25.44%

SIP Return Analysis

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH DSP Large & Mid Cap Fund - Regular Growth
6 Month 8.91% 7.18%
1 Year 9.63% 5.82%
3 Year - 21%
5 Year - 20.14%

Rolling Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH DSP Large & Mid Cap Fund - Regular Growth
1 Year 11.31% 18.09%
3 Year - 17.78%
5 Year - 16.68%

Risk Management

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH DSP Large & Mid Cap Fund - Regular Growth
Standard Deviation - 12.87%
Sharp - 1.09%
Beta - 0.94%
Alpha - 2.04%

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Fund Managers

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH DSP Large & Mid Cap Fund - Regular Growth
Name Ramesh Mantri Rohit Singhania
Total AUM ₹0 Cr ₹46862 Cr
Funds Managed 10 7
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH DSP Large & Mid Cap Fund - Regular Growth

Market Cap

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

DSP Large & Mid Cap Fund - Regular Growth

Others 11.79 6.99
Large Cap 48.53 48.88
Mid Cap 32.35 35.49
Small Cap 7.32 8.64

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

DSP Large & Mid Cap Fund - Regular Growth

Others 9.81 6.99
Energy 3.82 -
Industrials 10.68 -
Technology 9.11 -
Consumer Cyclical 12.5 -
Basic Materials 4.91 -
Financial Services 31.23 -
Healthcare 7.69 -
Real Estate 2.38 -
Utilities 1.5 -
Consumer Defensive 2 -
Communication Services 4.37 -
Telecom - Services - 3.98
IT - Software - 6.01
Cement & Cement Products - 2.15
Construction - 3.18
Finance - 4.43
Consumer Durables - 2.49
Petroleum Products - 3.51
Diversified FMCG - 2.35
Non - Ferrous Metals - 1.19
Pharmaceuticals & Biotechnology - 8.35
Banks - 23.6
Healthcare Services - 2.52
Chemicals & Petrochemicals - 1.62
Automobiles - 3.1
Transport Services - 0.83
Insurance - 4.45
Gas - 3.69
Fertilizers & Agrochemicals - 1.33
Realty - 1.07
Oil - 1.44
Auto Components - 5.87
Industrial Products - 1.1
Food Products - 0.43
Personal Products - 1.35
Power - 1.67
Ferrous Metals - 1.3

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