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) | ₹1674 Cr | ₹3055 Cr | ₹3055 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 | 3.66% | 2.83% | 2.83% |
6 Month | 1.65% | -1.05% | -1.05% |
1 Year | 8.71% | 2.63% | 2.63% |
3 Year | - | 21.61% | 21.61% |
5 Year | - | 23.18% | 23.18% |
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 | 11.89% | 10.87% | 10.87% |
1 Year | 15.83% | 11.06% | 11.06% |
3 Year | - | 21.21% | 21.21% |
5 Year | - | 19.25% | 19.25% |
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 | - | 15.78% | 15.78% |
Sharp | - | 0.75% | 0.75% |
Beta | - | 0.98% | 0.98% |
Alpha | - | 1.26% | 1.26% |
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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 | 15.79 | 5.87 | 5.87 |
Large Cap | 45.12 | 40.09 | 40.09 |
Mid Cap | 34.9 | 36.34 | 36.34 |
Small Cap | 4.19 | 17.71 | 17.71 |
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 | 10.48 | 4.16 | 4.16 |
Communication Services | 5.01 | 2.32 | 2.32 |
Energy | 4.43 | 2.29 | 2.29 |
Industrials | 12.21 | 23.26 | 23.26 |
Technology | 7.61 | 5.73 | 5.73 |
Basic Materials | 4.59 | 8.27 | 8.27 |
Financial Services | 32.88 | 24.31 | 24.31 |
Healthcare | 8.06 | 6.78 | 6.78 |
Real Estate | 2.69 | 1.32 | 1.32 |
Consumer Cyclical | 8.55 | 14.96 | 14.96 |
Consumer Defensive | 2.66 | 4.08 | 4.08 |
Utilities | 0.85 | 2.53 | 2.53 |
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