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) | ₹1781 Cr | ₹15502 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 | 2.77% | 2.64% |
6 Month | 17.78% | 12.22% |
1 Year | 1.81% | -3.03% |
3 Year | - | 18.61% |
5 Year | - | 22.77% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 5.01% | 2.31% |
1 Year | 14.57% | 8.04% |
3 Year | - | 18.13% |
5 Year | - | 18.07% |
Rolling Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 9.97% | 17.79% |
3 Year | - | 17.91% |
5 Year | - | 16.77% |
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 | - | 0.92% |
Beta | - | 0.96% |
Alpha | - | 1.81% |
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 | 14.75 | 7.67 |
Large Cap | 44.33 | 47.22 |
Mid Cap | 35.24 | 35.51 |
Small Cap | 5.68 | 9.59 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 7.72 | 3.99 |
Communication Services | 5.15 | 2.91 |
Energy | 4.14 | 6.77 |
Industrials | 12.29 | 4.11 |
Technology | 7.46 | 9.06 |
Basic Materials | 4.98 | 9.77 |
Financial Services | 32.08 | 32.12 |
Healthcare | 9.32 | 11.2 |
Real Estate | 3.62 | 1.59 |
Consumer Cyclical | 8.56 | 11.35 |
Consumer Defensive | 3.89 | 3.96 |
Utilities | 0.8 | 3.17 |
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