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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) | ₹1959 Cr | ₹4613 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 | 0.07% | -1.18% |
| 6 Month | 4.02% | 1.86% |
| 1 Year | 3.02% | -6.68% |
| 3 Year | - | 18.57% |
| 5 Year | - | 18.27% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.88% | 1.1% |
| 1 Year | 18.94% | 13.04% |
| 3 Year | - | 16.04% |
| 5 Year | - | 16.41% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.56% | 16.43% |
| 3 Year | - | 19.56% |
| 5 Year | - | 22.27% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 15.68% |
| Sharp | - | 0.82% |
| Beta | - | 1.01% |
| Alpha | - | 1.21% |
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 | 17.92 | 12.95 |
| Large Cap | 43.01 | 37.68 |
| Mid Cap | 33.7 | 35 |
| Small Cap | 5.37 | 14.36 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 8.43 | 3.79 |
| Communication Services | 5.28 | 3.93 |
| Energy | 4.19 | 0.02 |
| Industrials | 9.48 | 21.2 |
| Technology | 9.5 | 10.75 |
| Basic Materials | 5.13 | 0.06 |
| Financial Services | 31.39 | 30.25 |
| Healthcare | 8.48 | 8.73 |
| Real Estate | 4.55 | 0.16 |
| Consumer Cyclical | 10.05 | 19.43 |
| Consumer Defensive | 3.04 | 1.56 |
| Utilities | 0.47 | 0.11 |
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