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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs HDFC Large and Mid Cap Fund compare

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

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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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 HDFC Large and Mid Cap Fund - Growth Option
Fund WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HDFC Large and Mid Cap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1777 Cr ₹26406 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Dec 2023 18 Feb 1994
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 % 9.01%
Expense Ratio 2.04 1.66
Manager Ramesh Mantri Dhruv Muchhal
ISIN Code INF03VN01837 INF179KA1RT1
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 HDFC Large and Mid Cap Fund - Regular - 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 HDFC Large and Mid Cap Fund - Growth Option
1 Month -1.65% -2.55%
6 Month 15.99% 14.71%
1 Year 0.63% -3.99%
3 Year - 19.83%
5 Year - 23.92%

SIP Return Analysis

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HDFC Large and Mid Cap Fund - Growth Option
6 Month 4.41% 2.94%
1 Year 11.14% 7.51%
3 Year - 18.58%
5 Year - 20.58%

Rolling Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HDFC Large and Mid Cap Fund - Growth Option
1 Year 9.97% 13.53%
3 Year - 11.24%
5 Year - 11.53%

Risk Management

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation - 13.97%
Sharp - 1.00%
Beta - 1.02%
Alpha - 4.48%

Fund Managers

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HDFC Large and Mid Cap Fund - Growth Option
Name Ramesh Mantri Dhruv Muchhal
Total AUM ₹0 Cr ₹520687 Cr
Funds Managed 10 40
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HDFC Large and Mid Cap Fund - Growth Option

Market Cap

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

HDFC Large and Mid Cap Fund - Growth Option

Others 14.75 3.57
Large Cap 44.33 44.13
Mid Cap 35.24 38.11
Small Cap 5.68 14.19

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

HDFC Large and Mid Cap Fund - Growth Option

Others 7.72 0.65
Communication Services 5.15 3.21
Energy 4.14 3.12
Industrials 12.29 10.83
Technology 7.46 9.6
Basic Materials 4.98 6.59
Financial Services 32.08 30.65
Healthcare 9.32 12.95
Real Estate 3.62 2.4
Consumer Cyclical 8.56 13.7
Consumer Defensive 3.89 2.6
Utilities 0.8 3.7

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