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 | -1.59% | -0.82% |
6 Month | 10.68% | 16.49% |
1 Year | 4.41% | 11.2% |
3 Year | - | 26.36% |
5 Year | - | 24.92% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | 7.13% | 12.42% |
1 Year | 11.08% | 22.69% |
3 Year | - | 29% |
5 Year | - | 24.36% |
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 | - | 1.49% |
Beta | - | 0.98% |
Alpha | - | 4.92% |
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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 | 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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