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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) | ₹1781 Cr | ₹8125 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 | 2.77% | 2.03% |
| 6 Month | 17.78% | 25.03% |
| 1 Year | 1.81% | 6.24% |
| 3 Year | - | 24% |
| 5 Year | - | 24.23% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 5.01% | 6.38% |
| 1 Year | 14.57% | 21.53% |
| 3 Year | - | 26.59% |
| 5 Year | - | 22.88% |
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 | - | 1.14% |
| Beta | - | 1% |
| Alpha | - | 5.8% |
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 | 14.75 | 5.36 |
| Large Cap | 44.33 | 32.23 |
| Mid Cap | 35.24 | 43.5 |
| Small Cap | 5.68 | 18.9 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 7.72 | 1.93 |
| Communication Services | 5.15 | 1.71 |
| Energy | 4.14 | - |
| Industrials | 12.29 | 12.32 |
| Technology | 7.46 | 5.78 |
| Basic Materials | 4.98 | 4.33 |
| Financial Services | 32.08 | 26.98 |
| Healthcare | 9.32 | 19.28 |
| Real Estate | 3.62 | 7.26 |
| Consumer Cyclical | 8.56 | 20.4 |
| Consumer Defensive | 3.89 | - |
| Utilities | 0.8 | - |
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