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) | ₹1776 Cr | ₹2765 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 | -1.59% | -2.59% |
6 Month | 10.68% | 9.47% |
1 Year | 4.41% | -2.26% |
3 Year | - | 17.77% |
5 Year | - | 23.5% |
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 | 7.13% | 6.82% |
1 Year | 11.08% | 7.45% |
3 Year | - | 16.26% |
5 Year | - | 17.69% |
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 | 11.31% | 24.12% |
3 Year | - | 22.64% |
5 Year | - | 21.82% |
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 | - | 1.11% |
Beta | - | 0.93% |
Alpha | - | -1.11% |
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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 | 17.65 | 7.04 |
Large Cap | 44.64 | 33.95 |
Mid Cap | 33.41 | 44.23 |
Small Cap | 4.3 | 14.79 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 10.89 | 1.88 |
Communication Services | 5.24 | 6.07 |
Energy | 3.87 | 2.76 |
Industrials | 12.52 | 12.93 |
Technology | 8.25 | 9.74 |
Basic Materials | 4.22 | 7.99 |
Financial Services | 29.35 | 32 |
Healthcare | 8.33 | 13.75 |
Real Estate | 3.13 | 2.49 |
Consumer Cyclical | 11.27 | 5.37 |
Consumer Defensive | 2.1 | 1.94 |
Utilities | 0.83 | 3.08 |
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