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) | ₹1781 Cr | ₹2613 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 | 2.16% | 2.55% |
6 Month | 18.59% | 17.13% |
1 Year | 2.03% | -4.96% |
3 Year | - | 14.72% |
5 Year | - | 21.74% |
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 | 5.01% | 2.97% |
1 Year | 14.57% | 8.96% |
3 Year | - | 14.28% |
5 Year | - | 15.88% |
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 | 9.97% | 22.85% |
3 Year | - | 22.3% |
5 Year | - | 24.65% |
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 | - | 0.65% |
Beta | - | 0.97% |
Alpha | - | -1.73% |
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 | 14.75 | 6.15 |
Large Cap | 44.33 | 37.76 |
Mid Cap | 35.24 | 37.73 |
Small Cap | 5.68 | 18.36 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.72 | 3.47 |
Communication Services | 5.15 | 5.23 |
Energy | 4.14 | 2.95 |
Industrials | 12.29 | 15.28 |
Technology | 7.46 | 9.33 |
Basic Materials | 4.98 | 7.29 |
Financial Services | 32.08 | 29.58 |
Healthcare | 9.32 | 15.98 |
Real Estate | 3.62 | 2.42 |
Consumer Cyclical | 8.56 | 5.06 |
Consumer Defensive | 3.89 | 1.93 |
Utilities | 0.8 | 1.47 |
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