Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹1776 Cr ₹15663 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 -1.59% -2.18%
6 Month 10.68% 8.07%
1 Year 4.41% -1.43%
3 Year - 20.95%
5 Year - 23.53%

SIP Return Analysis

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH DSP Large & Mid Cap Fund - Regular Growth
6 Month 7.13% 3.87%
1 Year 11.08% 5.02%
3 Year - 19.84%
5 Year - 19.48%

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 - 1.32%
Beta - 0.94%
Alpha - 1.76%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 17.65 9.68
Large Cap 44.64 47.71
Mid Cap 33.41 32.98
Small Cap 4.3 9.63

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

DSP Large & Mid Cap Fund - Regular Growth

Others 10.89 6.35
Communication Services 5.24 3.35
Energy 3.87 5.63
Industrials 12.52 3.98
Technology 8.25 8.41
Basic Materials 4.22 9.49
Financial Services 29.35 33.51
Healthcare 8.33 10.19
Real Estate 3.13 0.93
Consumer Cyclical 11.27 10.94
Consumer Defensive 2.1 3.77
Utilities 0.83 3.45

Top Comparisons

ICICI Prudential Floating Interest Fund - Growth ICICI Prudential Floating Interest Fund - Growth

3Y Returns8.15%

VS

Axis Floater Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth

3Y Returns8.11%

Compare Now

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

3Y Returns15.91%

VS

HSBC Multi Asset Active FOF  - Growth HSBC Multi Asset Active FOF - Growth

3Y Returns14.72%

Compare Now

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns18.6%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns18.42%

Compare Now

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns17.39%

VS

LIC MF Large & Mid Cap Fund-Regular Plan-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth

3Y Returns17.39%

Compare Now
Add to Cart Successfully