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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) | ₹2045 Cr | ₹9406 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 | -1.55% | -2.51% |
| 6 Month | 4.65% | 2.23% |
| 1 Year | 3.6% | 1.39% |
| 3 Year | - | 22.96% |
| 5 Year | - | 19.89% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 2.71% | -0.52% |
| 1 Year | 18.28% | 15.77% |
| 3 Year | - | 21.96% |
| 5 Year | - | 20.49% |
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% | 13.35% |
| 3 Year | - | 14.8% |
| 5 Year | - | 15.04% |
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 | - | 1.15% |
| Beta | - | 1% |
| Alpha | - | 4.66% |
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 | 13.77 | 7.94 |
| Large Cap | 43.59 | 29.32 |
| Mid Cap | 36.93 | 42.57 |
| Small Cap | 5.71 | 20.16 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 4.72 | 1.5 |
| Communication Services | 5.15 | 1.61 |
| Energy | 4.05 | - |
| Technology | 9.38 | 6.01 |
| Basic Materials | 6.21 | 3.15 |
| Industrials | 9.77 | 11.16 |
| Financial Services | 32.92 | 30.26 |
| Healthcare | 9.6 | 18.7 |
| Real Estate | 4.51 | 7.19 |
| Consumer Cyclical | 10.64 | 20.42 |
| Consumer Defensive | 2.62 | - |
| Utilities | 0.42 | - |
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