WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Motilal Oswal Large and Midcap Fund compare

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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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

Overview

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Fund	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2045 Cr	₹15146 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹500
Launch Date	22 Dec 2023	17 Oct 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	%	70%
Expense Ratio	2.04	1.73
Manager	Ramesh Mantri	Rakesh Shetty
ISIN Code	INF03VN01837	INF247L01965
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	Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Month	0.13%	-0.41%
6 Month	4.9%	0.3%
1 Year	7.09%	-3.55%
3 Year	-	26.32%
5 Year	-	23.29%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month	1.22%	-3.77%
1 Year	14.1%	5.52%
3 Year	-	19.01%
5 Year	-	20.91%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year	8.56%	24.23%
3 Year	-	26.1%
5 Year	-	27.79%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Standard Deviation	-	18.47%
Sharp	-	0.97%
Beta	-	1.14%
Alpha	-	4.80%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Name	Ramesh Mantri	Rakesh Shetty
Total AUM	₹0 Cr	₹33886 Cr
Funds Managed	10	19
	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Others	13.77	15.53
Large Cap	43.59	27.56
Mid Cap	36.93	36.5
Small Cap	5.71	20.41

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Others	4.72	1.41
Communication Services	5.15	-
Energy	4.05	-
Technology	9.38	12.29
Basic Materials	6.21	2.44
Industrials	9.77	28.69
Financial Services	32.92	25.73
Healthcare	9.6	2.49
Real Estate	4.51	2.83
Consumer Cyclical	10.64	21.26
Consumer Defensive	2.62	-
Utilities	0.42	2.85