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) | ₹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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