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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs HSBC Large & Mid Cap Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1494 Cr | ₹3873 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Dec 2023 | 03 Apr 2019 |
| 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 | % | 68% |
| Expense Ratio | 2.04 | 1.91 |
| Manager | Ramesh Mantri | Cheenu Gupta |
| ISIN Code | INF03VN01837 | INF336L01NY9 |
| 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 | HSBC Large & Midcap Fund - 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 | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.33% | 3.22% |
| 6 Month | -2.82% | -7.98% |
| 1 Year | 10.24% | 3.89% |
| 3 Year | - | 16.93% |
| 5 Year | - | 23.65% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.63% | -3.46% |
| 1 Year | -2.23% | -12.89% |
| 3 Year | - | 16.54% |
| 5 Year | - | 17.5% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.68% | 21.03% |
| 3 Year | - | 19.46% |
| 5 Year | - | 21.66% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 16.811% |
| Sharp | - | 0.444% |
| Beta | - | 0.981% |
| Alpha | - | 1.122% |
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Fund Managers
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Ramesh Mantri | Cheenu Gupta |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 10 | 9 |
| WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 11.79 | 1.85 |
| Large Cap | 48.53 | 44.97 |
| Mid Cap | 32.35 | 40.28 |
| Small Cap | 7.32 | 12.89 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 9.81 | 1.85 |
| Energy | 3.82 | 0.02 |
| Industrials | 10.68 | 25.68 |
| Technology | 9.11 | 16.65 |
| Consumer Cyclical | 12.5 | 16.84 |
| Basic Materials | 4.91 | 1.65 |
| Financial Services | 31.23 | 22.6 |
| Healthcare | 7.69 | 7.54 |
| Real Estate | 2.38 | 2.12 |
| Utilities | 1.5 | 3.11 |
| Consumer Defensive | 2 | 0.41 |
| Communication Services | 4.37 | 1.52 |
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