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) | ₹1494 Cr | ₹2420 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 | 1.96 |
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 | 7.33% | 6.38% |
6 Month | -3.86% | -6.79% |
1 Year | 11.5% | 0.46% |
3 Year | - | 15.7% |
5 Year | - | 24.97% |
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 | 0.98% | - |
1 Year | -2.1% | -9.06% |
3 Year | - | 12.5% |
5 Year | - | 16.01% |
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 | 14.68% | 27.08% |
3 Year | - | 23.63% |
5 Year | - | 20.22% |
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 | - | 0.58% |
Beta | - | 0.94% |
Alpha | - | -2.6% |
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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 | 11.79 | 3.49 |
Large Cap | 48.53 | 47.7 |
Mid Cap | 32.35 | 35.45 |
Small Cap | 7.32 | 13.36 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 9.81 | 3.49 |
Energy | 3.82 | - |
Industrials | 10.68 | - |
Technology | 9.11 | - |
Consumer Cyclical | 12.5 | - |
Basic Materials | 4.91 | - |
Financial Services | 31.23 | - |
Healthcare | 7.69 | - |
Real Estate | 2.38 | - |
Utilities | 1.5 | - |
Consumer Defensive | 2 | - |
Communication Services | 4.37 | - |
Telecom - Services | - | 5 |
Petroleum Products | - | 3.52 |
Finance | - | 10.8 |
Retailing | - | 3.49 |
Healthcare Services | - | 0.85 |
Diversified FMCG | - | 1.61 |
Textiles & Apparels | - | 0.84 |
Banks | - | 14.41 |
Leisure Services | - | 1.52 |
Pharmaceuticals & Biotechnology | - | 9.79 |
Automobiles | - | 3.02 |
Electrical Equipment | - | 1.53 |
Capital Markets | - | 4.71 |
Agricultural Food & other Products | - | 1.34 |
Power | - | 1.78 |
Non - Ferrous Metals | - | 1.28 |
Insurance | - | 2.77 |
Gas | - | 1.59 |
IT - Software | - | 7.85 |
Personal Products | - | 1.07 |
Oil | - | 0.42 |
Auto Components | - | 3.47 |
Fertilizers & Agrochemicals | - | 2.54 |
Cement & Cement Products | - | 2.53 |
Other Utilities | - | 0.62 |
Industrial Products | - | 2.8 |
Transport Services | - | 2.93 |
Industrial Manufacturing | - | 2.43 |
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