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) | ₹1840 Cr | ₹2647 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 | 3.59% | 4.12% |
| 6 Month | 10.69% | 8.6% |
| 1 Year | 7.9% | 2.36% |
| 3 Year | - | 16.07% |
| 5 Year | - | 22.4% |
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 | 0.46% | -1.06% |
| 1 Year | 9.67% | 4.63% |
| 3 Year | - | 10.98% |
| 5 Year | - | 13.79% |
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% | 22.01% |
| 3 Year | - | 21.98% |
| 5 Year | - | 23.38% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.32% |
| Sharp | - | 0.71% |
| Beta | - | 0.98% |
| Alpha | - | -2.18% |
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 | 16.96 | 5 |
| Large Cap | 42.38 | 40.96 |
| Mid Cap | 35.23 | 36.73 |
| Small Cap | 5.43 | 17.31 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.77 | 2.39 |
| Communication Services | 4.95 | 4.95 |
| Energy | 4.02 | 2.29 |
| Industrials | 10.38 | 15.6 |
| Technology | 7.55 | 11.14 |
| Basic Materials | 4.98 | 7.77 |
| Financial Services | 30.86 | 27.67 |
| Healthcare | 8.43 | 15.25 |
| Real Estate | 4.47 | 2.25 |
| Consumer Cyclical | 11.22 | 7.46 |
| Consumer Defensive | 2.64 | 1.82 |
| Utilities | 0.71 | 1.43 |
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