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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Mahindra Manulife Large & Mid Cap Fund compare

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tortoise-icon WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

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tortoise-icon Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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