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) | ₹1781 Cr | ₹3013 Cr | ₹3013 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 | 3.12% | 3.49% | 3.49% |
6 Month | 18.69% | 14.56% | 14.56% |
1 Year | 2.83% | -2.49% | -2.49% |
3 Year | - | 16.27% | 16.27% |
5 Year | - | 20.07% | 20.07% |
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 | 5.01% | 2.69% | 2.69% |
1 Year | 14.57% | 7.26% | 7.26% |
3 Year | - | 16.78% | 16.78% |
5 Year | - | 16.1% | 16.1% |
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 | 9.97% | 13.18% | 13.18% |
3 Year | - | 15.19% | 15.19% |
5 Year | - | 15.17% | 15.17% |
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 | - | 14.91% | 14.91% |
Sharp | - | 0.56% | 0.56% |
Beta | - | 1.00% | 1.00% |
Alpha | - | 1.09% | 1.09% |
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 | 15.15 | 4.04 | 4.04 |
Large Cap | 44.15 | 42.61 | 42.61 |
Mid Cap | 35.09 | 35.21 | 35.21 |
Small Cap | 5.61 | 18.15 | 18.15 |
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 | 7.94 | 1.89 | 1.89 |
Communication Services | 5.21 | 2.41 | 2.41 |
Energy | 3.89 | 1.91 | 1.91 |
Industrials | 11.36 | 20.81 | 20.81 |
Technology | 7.52 | 6.47 | 6.47 |
Basic Materials | 5.08 | 8.93 | 8.93 |
Financial Services | 30.49 | 24.46 | 24.46 |
Healthcare | 9.01 | 7.26 | 7.26 |
Real Estate | 3.72 | 1.42 | 1.42 |
Consumer Cyclical | 11.44 | 16.5 | 16.5 |
Consumer Defensive | 3.63 | 5.45 | 5.45 |
Utilities | 0.71 | 2.47 | 2.47 |
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