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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) | ₹1781 Cr | ₹4314 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 | 2.81% | 4.62% |
| 6 Month | 19.35% | 25.45% |
| 1 Year | 2.62% | -1.14% |
| 3 Year | - | 20.63% |
| 5 Year | - | 22.25% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.01% | 7.45% |
| 1 Year | 14.57% | 14.92% |
| 3 Year | - | 20.03% |
| 5 Year | - | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.97% | 18.59% |
| 3 Year | - | 19.45% |
| 5 Year | - | 22.51% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 15.89% |
| Sharp | - | 0.75% |
| Beta | - | 0.98% |
| Alpha | - | 4.87% |
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 | 14.75 | 7.93 |
| Large Cap | 44.33 | 43.35 |
| Mid Cap | 35.24 | 38.25 |
| Small Cap | 5.68 | 10.48 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.72 | 1.21 |
| Communication Services | 5.15 | 3.26 |
| Energy | 4.14 | 0.02 |
| Industrials | 12.29 | 24.44 |
| Technology | 7.46 | 8.74 |
| Basic Materials | 4.98 | 1.09 |
| Financial Services | 32.08 | 28.58 |
| Healthcare | 9.32 | 9.77 |
| Real Estate | 3.62 | 0.09 |
| Consumer Cyclical | 8.56 | 19.07 |
| Consumer Defensive | 3.89 | 1.76 |
| Utilities | 0.8 | 1.96 |
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