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) | ₹1494 Cr | ₹6250 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% | 5.7% |
6 Month | -2.52% | -0.47% |
1 Year | 8.42% | 14.39% |
3 Year | - | 28.81% |
5 Year | - | 26.04% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | 8.91% | 12.54% |
1 Year | 9.63% | 16.76% |
3 Year | - | 27.61% |
5 Year | - | 23.49% |
Rolling Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 11.31% | 13.54% |
3 Year | - | 14.39% |
5 Year | - | 14.88% |
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 | - | 1.19% |
Beta | - | 0.97% |
Alpha | - | 4.13% |
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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 | 11.79 | 1.36 |
Large Cap | 48.53 | 34.86 |
Mid Cap | 32.35 | 45.97 |
Small Cap | 7.32 | 17.81 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 9.81 | 1.36 |
Energy | 3.82 | - |
Industrials | 10.68 | - |
Technology | 9.11 | - |
Consumer Cyclical | 12.5 | - |
Basic Materials | 4.91 | - |
Financial Services | 31.23 | - |
Healthcare | 7.69 | - |
Real Estate | 2.38 | - |
Utilities | 1.5 | - |
Consumer Defensive | 2 | - |
Communication Services | 4.37 | - |
Telecom - Services | - | 1.98 |
Retailing | - | 13.58 |
Healthcare Services | - | 8.28 |
Realty | - | 7.49 |
Insurance | - | 4.01 |
Banks | - | 9.59 |
Consumer Durables | - | 5.39 |
Leisure Services | - | 3.85 |
Industrial Products | - | 4.57 |
Electrical Equipment | - | 2.98 |
Capital Markets | - | 6.45 |
Finance | - | 7.49 |
Ferrous Metals | - | 0.86 |
IT - Software | - | 3.38 |
Auto Components | - | 1.1 |
Automobiles | - | 2.74 |
Pharmaceuticals & Biotechnology | - | 6.1 |
Transport Services | - | 4.75 |
Cement & Cement Products | - | 2.66 |
Industrial Manufacturing | - | 1.39 |
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