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) | ₹1959 Cr | ₹2784 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 | 0.24% | -1.64% |
| 6 Month | 7.3% | 2.99% |
| 1 Year | 5.8% | 0.73% |
| 3 Year | - | 14.85% |
| 5 Year | - | 19.59% |
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 | 4.75% | 2.49% |
| 1 Year | 20.44% | 13.21% |
| 3 Year | - | 13.48% |
| 5 Year | - | 15.15% |
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 | - | 13.32% |
| Sharp | - | 0.74% |
| 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 | 17.92 | 3.92 |
| Large Cap | 43.01 | 38.26 |
| Mid Cap | 33.7 | 42.13 |
| Small Cap | 5.37 | 15.69 |
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 | - |
| Energy | 4.19 | - |
| Industrials | 9.48 | - |
| Technology | 9.5 | - |
| Basic Materials | 5.13 | - |
| Financial Services | 31.39 | - |
| Healthcare | 8.48 | - |
| Real Estate | 4.55 | - |
| Consumer Cyclical | 10.05 | - |
| Consumer Defensive | 3.04 | - |
| Utilities | 0.47 | - |
| Petroleum Products | - | 1.09 |
| Finance | - | 5.33 |
| IT - Software | - | 6.94 |
| Personal Products | - | 1.72 |
| Ferrous Metals | - | 2.27 |
| Retailing | - | 0.87 |
| Healthcare Services | - | 4.13 |
| Banks | - | 19.49 |
| Aerospace & Defense | - | 1.78 |
| Pharmaceuticals & Biotechnology | - | 13.43 |
| Realty | - | 3.3 |
| Automobiles | - | 3.13 |
| Power | - | 1.43 |
| Telecom - Services | - | 4.73 |
| Capital Markets | - | 4.16 |
| Consumer Durables | - | 2.27 |
| Electrical Equipment | - | 1.19 |
| Auto Components | - | 3.6 |
| Chemicals & Petrochemicals | - | 2.55 |
| Leisure Services | - | 0.94 |
| Industrial Products | - | 3.44 |
| Cement & Cement Products | - | 2.35 |
| Consumable Fuels | - | 0.68 |
| Fertilizers & Agrochemicals | - | 0.48 |
| Transport Services | - | 1.1 |
| Insurance | - | 1.41 |
| Industrial Manufacturing | - | 2.27 |
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