WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs DSP Equity Opportunities Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
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% |
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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 | 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 |
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