WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs HSBC Large & Mid Cap Fund compare

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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

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HSBC Large & Mid Cap Fund - Regular Growth

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1840 Cr	₹4088 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

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	HSBC Large & Mid Cap Fund - Regular Growth
1 Month	2.54%	0.56%
6 Month	10.26%	11.92%
1 Year	8.07%	3.58%
3 Year	-	20.76%
5 Year	-	21.9%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	HSBC Large & Mid Cap Fund - Regular Growth
6 Month	3.83%	3.71%
1 Year	17.52%	15.16%
3 Year	-	19.07%
5 Year	-	18.24%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	HSBC Large & Mid Cap Fund - Regular Growth
1 Year	8.56%	17.43%
3 Year	-	19.45%
5 Year	-	22.42%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation	-	15.70%
Sharp	-	0.85%
Beta	-	0.98%
Alpha	-	4.67%

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

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	HSBC Large & Mid Cap Fund - Regular Growth
Others	16.96	10.75
Large Cap	42.38	41.49
Mid Cap	35.23	36.52
Small Cap	5.43	11.24

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	HSBC Large & Mid Cap Fund - Regular Growth
Others	9.77	1.6
Communication Services	4.95	3.89
Energy	4.02	0.02
Industrials	10.38	21.76
Technology	7.55	11.92
Basic Materials	4.98	0.75
Financial Services	30.86	29.05
Healthcare	8.43	9.07
Real Estate	4.47	0.08
Consumer Cyclical	11.22	18.35
Consumer Defensive	2.64	2.11
Utilities	0.71	1.41