WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs HDFC Large and Mid Cap Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
HDFC Large and Mid Cap Fund - Growth Option
Chart Comparison
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) | ₹1840 Cr | ₹26949 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 | 1.5% | 0.48% |
6 Month | 13.38% | 10.56% |
1 Year | 5.63% | 1.62% |
3 Year | - | 21.63% |
5 Year | - | 26.6% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
6 Month | 4.18% | 2.4% |
1 Year | 17.92% | 13.83% |
3 Year | - | 17.77% |
5 Year | - | 19.57% |
Rolling Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Year | 8.56% | 13.35% |
3 Year | - | 11.41% |
5 Year | - | 11.57% |
Risk Management
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Standard Deviation | - | 13.88% |
Sharp | - | 0.95% |
Beta | - | 1.04% |
Alpha | - | 4.04% |
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 | 16.96 | 3.81 |
Large Cap | 42.38 | 44.55 |
Mid Cap | 35.23 | 38.19 |
Small Cap | 5.43 | 13.45 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 9.77 | 0.73 |
Communication Services | 4.95 | 3.14 |
Energy | 4.02 | 3.18 |
Industrials | 10.38 | 10.27 |
Technology | 7.55 | 9.66 |
Basic Materials | 4.98 | 6.85 |
Financial Services | 30.86 | 30.08 |
Healthcare | 8.43 | 12.85 |
Real Estate | 4.47 | 2.33 |
Consumer Cyclical | 11.22 | 14.45 |
Consumer Defensive | 2.64 | 2.74 |
Utilities | 0.71 | 3.73 |
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