WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs LIC MF Large & Mid Cap Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹1494 Cr | ₹2916 Cr | ₹2916 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 22 Dec 2023 | 25 Feb 2015 | 25 Feb 2015 |
Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | % | % | 46% |
Expense Ratio | 2.04 | 1.9 | 1.9 |
Manager | Ramesh Mantri | Yogesh Patil | Yogesh Patil |
ISIN Code | INF03VN01837 | INF767K01NB5 | INF767K01NB5 |
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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 3.19% | 4.36% | 4.36% |
6 Month | -2.52% | -3.54% | -3.54% |
1 Year | 8.42% | 6.11% | 6.11% |
3 Year | - | 20.91% | 20.91% |
5 Year | - | 23.63% | 23.63% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 8.91% | 8.37% | 8.37% |
1 Year | 9.63% | 6.03% | 6.03% |
3 Year | - | 19.51% | 19.51% |
5 Year | - | 18.31% | 18.31% |
Rolling Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 11.31% | 13.54% | 13.54% |
3 Year | - | 15.07% | 15.07% |
5 Year | - | 14.97% | 14.97% |
Risk Management
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | - | 15.222% | 15.222% |
Sharp | - | 0.407% | 0.407% |
Beta | - | 0.962% | 0.962% |
Alpha | - | -0.018% | -0.018% |
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Fund Managers
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Ramesh Mantri | Yogesh Patil | Yogesh Patil |
Total AUM | ₹0 Cr | ₹5898 Cr | ₹5898 Cr |
Funds Managed | 10 | 7 | 7 |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 11.79 | 6.28 | 6.28 |
Large Cap | 48.53 | 40.11 | 40.11 |
Mid Cap | 32.35 | 36.45 | 36.45 |
Small Cap | 7.32 | 17.15 | 17.15 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 9.81 | 3.86 | 3.86 |
Energy | 3.82 | 3.14 | 3.14 |
Industrials | 10.68 | 22.2 | 22.2 |
Technology | 9.11 | 6.14 | 6.14 |
Consumer Cyclical | 12.5 | 16.41 | 16.41 |
Basic Materials | 4.91 | 9.16 | 9.16 |
Financial Services | 31.23 | 24.53 | 24.53 |
Healthcare | 7.69 | 6.48 | 6.48 |
Real Estate | 2.38 | 1.16 | 1.16 |
Utilities | 1.5 | 2.41 | 2.41 |
Consumer Defensive | 2 | 2.77 | 2.77 |
Communication Services | 4.37 | 1.74 | 1.74 |
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