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 vs HDFC Large and Mid Cap Fund compare

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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

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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)	₹2045 Cr	₹28892 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	-1.55%	-1.86%
6 Month	4.65%	2.31%
1 Year	3.6%	2.6%
3 Year	-	19.15%
5 Year	-	21.71%

SIP Return Analysis

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	HDFC Large and Mid Cap Fund - Growth Option
6 Month	2.71%	1.12%
1 Year	18.28%	13.75%
3 Year	-	15.75%
5 Year	-	17.91%

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%	13.17%
3 Year	-	13.15%
5 Year	-	12.33%

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	-	0.89%
Beta	-	1.01%
Alpha	-	0.81%

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	13.77	5.09
Large Cap	43.59	44.28
Mid Cap	36.93	38.78
Small Cap	5.71	11.85

Sector Allocation

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	HDFC Large and Mid Cap Fund - Growth Option
Others	4.72	1.02
Communication Services	5.15	3.22
Energy	4.05	3.16
Technology	9.38	10.31
Basic Materials	6.21	6.59
Industrials	9.77	9.8
Financial Services	32.92	31.25
Healthcare	9.6	12.4
Real Estate	4.51	2.34
Consumer Cyclical	10.64	13.6
Consumer Defensive	2.62	2.91
Utilities	0.42	3.4

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