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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs INVESCO INDIA LARGE & MID CAP FUND compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1776 Cr | ₹7887 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Dec 2023 | 09 Aug 2007 |
| 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 | % | 73% |
| Expense Ratio | 2.04 | 1.8 |
| Manager | Ramesh Mantri | Aditya Khemani |
| ISIN Code | INF03VN01837 | INF205K01247 |
| 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 | Invesco India Large & Mid Cap 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 | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Month | -3.19% | -1.41% |
| 6 Month | 6.22% | 11.42% |
| 1 Year | 4.75% | 12.2% |
| 3 Year | - | 24.5% |
| 5 Year | - | 24.02% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 6.09% | 9.91% |
| 1 Year | 7.97% | 16.38% |
| 3 Year | - | 26.53% |
| 5 Year | - | 22.93% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 9.97% | 13.56% |
| 3 Year | - | 14.49% |
| 5 Year | - | 14.94% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | - | 12.64% |
| Sharp | - | 1.49% |
| Beta | - | 0.98% |
| Alpha | - | 4.92% |
Fund Managers
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Name | Ramesh Mantri | Aditya Khemani |
| Total AUM | ₹0 Cr | ₹12070 Cr |
| Funds Managed | 10 | 3 |
| WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 17.65 | 6.06 |
| Large Cap | 44.64 | 33.87 |
| Mid Cap | 33.41 | 41.58 |
| Small Cap | 4.3 | 18.49 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 10.89 | 2.1 |
| Communication Services | 5.24 | 1.84 |
| Energy | 3.87 | - |
| Industrials | 12.52 | 13.02 |
| Technology | 8.25 | 5.99 |
| Basic Materials | 4.22 | 4.12 |
| Financial Services | 29.35 | 28.31 |
| Healthcare | 8.33 | 16.54 |
| Real Estate | 3.13 | 7.29 |
| Consumer Cyclical | 11.27 | 20.78 |
| Consumer Defensive | 2.1 | - |
| Utilities | 0.83 | - |
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