Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Invest Now

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 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) ₹1776 Cr ₹11816 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

Trailing Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Month -1.59% -2.27%
6 Month 10.68% 14.42%
1 Year 4.41% 9.64%
3 Year - 29.05%
5 Year - 29.06%

SIP Return Analysis

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month 7.13% 11.31%
1 Year 11.08% 15.26%
3 Year - 28.32%
5 Year - 26.15%

Rolling Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year 11.31% 28.46%
3 Year - 25.72%
5 Year - 26.25%

Risk Management

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Standard Deviation - 18.62%
Sharp - 1.37%
Beta - 1.06%
Alpha - 11.05%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 17.65 7.83
Large Cap 44.64 31.23
Mid Cap 33.41 37.48
Small Cap 4.3 23.46

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 10.89 0.88
Communication Services 5.24 0.34
Energy 3.87 -
Industrials 12.52 37.8
Technology 8.25 11.01
Basic Materials 4.22 2.41
Financial Services 29.35 19.02
Healthcare 8.33 3.22
Real Estate 3.13 3.26
Consumer Cyclical 11.27 22.06
Consumer Defensive 2.1 -
Utilities 0.83 -

Top Comparisons

HDFC Liquid Fund - Growth Plan HDFC Liquid Fund - Growth Plan

3Y Returns6.95%

VS

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns6.99%

Compare Now

Bandhan Ultra Short Duration Fund - Regular Plan - Growth Bandhan Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.09%

VS

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns7.26%

Compare Now

Invesco India Dynamic Equity Fund - Growth Invesco India Dynamic Equity Fund - Growth

3Y Returns14.1%

VS

UTI Balanced Advantage Fund - Regular (G) UTI Balanced Advantage Fund - Regular (G)

3Y Returns0%

Compare Now

UTI Corporate Bond Fund - Regular Plan - Growth Option UTI Corporate Bond Fund - Regular Plan - Growth Option

3Y Returns7.57%

VS

Axis Corporate Bond Fund - Regular Plan Growth Axis Corporate Bond Fund - Regular Plan Growth

3Y Returns7.67%

Compare Now
Add to Cart Successfully