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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs SBI Large & MIDCap Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1494 Cr | ₹28677 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Dec 2023 | 25 May 2005 |
| 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 | % | 25% |
| Expense Ratio | 2.04 | 1.61 |
| Manager | Ramesh Mantri | Pradeep Kesavan |
| ISIN Code | INF03VN01837 | INF200K01305 |
| 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 | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Month | 3.18% | 1.9% |
| 6 Month | -2.64% | -2.67% |
| 1 Year | 9.81% | 8.62% |
| 3 Year | - | 16.42% |
| 5 Year | - | 25.53% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 0.63% | 1.21% |
| 1 Year | -2.23% | -1.46% |
| 3 Year | - | 16.3% |
| 5 Year | - | 18.95% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 14.68% | 14.74% |
| 3 Year | - | 14.69% |
| 5 Year | - | 14.88% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | - | 11.75% |
| Sharp | - | 0.65% |
| Beta | - | 0.84% |
| Alpha | - | 0.73% |
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Fund Managers
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Name | Ramesh Mantri | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 10 | 43 |
| WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
Market Cap
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 11.79 | 7.11 |
| Large Cap | 48.53 | 40.15 |
| Mid Cap | 32.35 | 35.86 |
| Small Cap | 7.32 | 16.88 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 9.81 | 6.15 |
| Energy | 3.82 | 3.33 |
| Industrials | 10.68 | 10 |
| Technology | 9.11 | 7.31 |
| Consumer Cyclical | 12.5 | 11.6 |
| Basic Materials | 4.91 | 13.6 |
| Financial Services | 31.23 | 26.38 |
| Healthcare | 7.69 | 10.94 |
| Real Estate | 2.38 | - |
| Utilities | 1.5 | 2.14 |
| Consumer Defensive | 2 | 5.56 |
| Communication Services | 4.37 | 3 |
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