WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Mahindra Manulife Large & Mid Cap Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2045 Cr | ₹2796 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Dec 2023 | 31 Dec 2019 |
| 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 | % | 119% |
| Expense Ratio | 2.04 | 1.94 |
| Manager | Ramesh Mantri | Abhinav Khandelwal |
| ISIN Code | INF03VN01837 | INF174V01911 |
| 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 | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - 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 | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.7% | -1.93% |
| 6 Month | 5.56% | 0.92% |
| 1 Year | 3.51% | -0.99% |
| 3 Year | - | 15.4% |
| 5 Year | - | 18.95% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.71% | 0.15% |
| 1 Year | 18.28% | 10.4% |
| 3 Year | - | 11.92% |
| 5 Year | - | 13.94% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.56% | 20.65% |
| 3 Year | - | 21.44% |
| 5 Year | - | 22.21% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.93% |
| Sharp | - | 0.66% |
| Beta | - | 0.98% |
| Alpha | - | -2.17% |
Fund Managers
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Ramesh Mantri | Abhinav Khandelwal |
| Total AUM | ₹0 Cr | ₹5522 Cr |
| Funds Managed | 10 | 5 |
| WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.92 | 6.34 |
| Large Cap | 43.01 | 40.09 |
| Mid Cap | 33.7 | 36.11 |
| Small Cap | 5.37 | 17.46 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.43 | 3.92 |
| Communication Services | 5.28 | 4.73 |
| Energy | 4.19 | 1.77 |
| Industrials | 9.48 | 13.84 |
| Technology | 9.5 | 9.22 |
| Basic Materials | 5.13 | 6.64 |
| Financial Services | 31.39 | 30.39 |
| Healthcare | 8.48 | 17.54 |
| Real Estate | 4.55 | 2.31 |
| Consumer Cyclical | 10.05 | 6.5 |
| Consumer Defensive | 3.04 | 1.72 |
| Utilities | 0.47 | 1.43 |
Top Comparisons
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns22.73%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns20.44%
Franklin India Mid Cap Fund - Growth
3Y Returns20.82%
ICICI Prudential MidCap Fund - Growth
3Y Returns21.47%
ITI Overnight Fund Regular - Growth
3Y Returns6.1%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.31%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.4%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.16%