- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1840 Cr | ₹8441 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 | 5.42% | 4.81% |
| 6 Month | 11.51% | 14.38% |
| 1 Year | 8.36% | 13.18% |
| 3 Year | - | 25.38% |
| 5 Year | - | 24.17% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 3.83% | 3.47% |
| 1 Year | 17.52% | 21.91% |
| 3 Year | - | 26.05% |
| 5 Year | - | 22.78% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 8.56% | 13.51% |
| 3 Year | - | 14.64% |
| 5 Year | - | 14.97% |
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 | - | 1.18% |
| Beta | - | 1.01% |
| Alpha | - | 4.98% |
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 | 16.96 | 6.09 |
| Large Cap | 42.38 | 31.11 |
| Mid Cap | 35.23 | 42.59 |
| Small Cap | 5.43 | 20.21 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 9.77 | 0.2 |
| Communication Services | 4.95 | 1.58 |
| Energy | 4.02 | - |
| Industrials | 10.38 | 11.78 |
| Technology | 7.55 | 7.94 |
| Basic Materials | 4.98 | 3.81 |
| Financial Services | 30.86 | 27.61 |
| Healthcare | 8.43 | 19.65 |
| Real Estate | 4.47 | 6.65 |
| Consumer Cyclical | 11.22 | 20.78 |
| Consumer Defensive | 2.64 | - |
| Utilities | 0.71 | - |
Top Comparisons
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns25.21%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns36.26%
ICICI Prudential MidCap Fund - Growth
3Y Returns22.92%
Bandhan Midcap Fund Regular - Growth
3Y Returns21.51%
ITI Mid Cap Fund Regular - Growth
3Y Returns23.52%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns25.28%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns16.81%
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
3Y Returns14.88%
