WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Quant Large and Mid Cap Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Quant Large and Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1840 Cr | ₹3612 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Dec 2023 | 09 Jan 2007 |
| 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 | % | % |
| Expense Ratio | 2.04 | 1.9 |
| Manager | Ramesh Mantri | Sanjeev Sharma |
| ISIN Code | INF03VN01837 | INF966L01341 |
| 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 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | 1.99% | 1.73% |
| 6 Month | 10.55% | 3.72% |
| 1 Year | 5.41% | -6.23% |
| 3 Year | - | 15.81% |
| 5 Year | - | 22.96% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 4.54% | 1.89% |
| 1 Year | 17.98% | 6.33% |
| 3 Year | - | 11.8% |
| 5 Year | - | 15.84% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 8.56% | 14.06% |
| 3 Year | - | 16.58% |
| 5 Year | - | 14.66% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | - | 16.673% |
| Sharp | - | 0.777% |
| Beta | - | 1.094% |
| Alpha | - | 4.454% |
Fund Managers
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Name | Ramesh Mantri | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Funds Managed | 10 | 22 |
| WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Quant Large and Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 16.96 | 15.05 |
| Large Cap | 42.38 | 45.57 |
| Mid Cap | 35.23 | 36.58 |
| Small Cap | 5.43 | 2.8 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 9.77 | 9.27 |
| Communication Services | 4.95 | 3.76 |
| Energy | 4.02 | 9.84 |
| Industrials | 10.38 | 15.12 |
| Technology | 7.55 | 4.21 |
| Basic Materials | 4.98 | 6.16 |
| Financial Services | 30.86 | 11.02 |
| Healthcare | 8.43 | 7.29 |
| Real Estate | 4.47 | 3.57 |
| Consumer Cyclical | 11.22 | 8.48 |
| Consumer Defensive | 2.64 | 15.25 |
| Utilities | 0.71 | 6.02 |
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