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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs INVESCO INDIA LARGE & MID CAP FUND compare

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tortoise-icon WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

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tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 4.56% 4.67%
6 Month 1.94% 3.67%
1 Year 10.67% 16.18%
3 Year - 25.89%
5 Year - 27.16%

SIP Return Analysis

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH INVESCO INDIA LARGE & MID CAP FUND - Growth
6 Month 6.2% 7.24%
1 Year 7.43% 10.38%
3 Year - 26.72%
5 Year - 22.94%

Rolling Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Year 14.68% 13.52%
3 Year - 14.27%
5 Year - 14.77%

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 - 0.96%
Beta - 0.97%
Alpha - 3.49%

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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 0.94
Large Cap 48.53 37.3
Mid Cap 32.35 43.57
Small Cap 7.32 18.19

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

INVESCO INDIA LARGE & MID CAP FUND - Growth

Others 9.81 0.94
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 - 1.91
Retailing - 12.95
Healthcare Services - 7.54
Realty - 6.21
Insurance - 3.94
Banks - 11.11
Consumer Durables - 5.01
Leisure Services - 3.63
Industrial Products - 4.9
Electrical Equipment - 2.98
Capital Markets - 5.81
Finance - 7.73
Agricultural Food & other Products - 1.5
Ferrous Metals - 0.91
IT - Software - 4.4
Auto Components - 1.13
Automobiles - 2.61
Pharmaceuticals & Biotechnology - 6.01
Transport Services - 4.87
Cement & Cement Products - 2.7
Industrial Manufacturing - 1.21

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