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

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

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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

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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)	₹2045 Cr	₹17215 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	-1.33%	0.19%
6 Month	6.27%	5.21%
1 Year	5.11%	5.25%
3 Year	-	19.76%
5 Year	-	19.26%

SIP Return Analysis

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	DSP Large & Mid Cap Fund - Regular Growth
6 Month	1.22%	2.39%
1 Year	14.1%	11.91%
3 Year	-	17.05%
5 Year	-	17.54%

Rolling Lumpsum Returns

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	DSP Large & Mid Cap Fund - Regular Growth
1 Year	8.56%	18.19%
3 Year	-	18.27%
5 Year	-	16.67%

Risk Management

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	DSP Large & Mid Cap Fund - Regular Growth
Standard Deviation	-	13.47%
Sharp	-	0.91%
Beta	-	0.95%
Alpha	-	1.28%

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	13.77	9.22
Large Cap	43.59	48.48
Mid Cap	36.93	34.63
Small Cap	5.71	7.68

Sector Allocation

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	DSP Large & Mid Cap Fund - Regular Growth
Others	4.72	1.27
Communication Services	5.15	3.23
Energy	4.05	6.17
Technology	9.38	11.19
Basic Materials	6.21	8.6
Industrials	9.77	3.57
Financial Services	32.92	36.37
Healthcare	9.6	10.15
Real Estate	4.51	1.67
Consumer Cyclical	10.64	11.68
Consumer Defensive	2.62	3.03
Utilities	0.42	3.06

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