WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs SBI Large & MIDCap Fund compare

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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

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SBI Large & 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	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)	₹2045 Cr	₹37443 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	1.6
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

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	SBI Large & MIDCap Fund- Regular Plan -Growth
1 Month	-0.84%	0.06%
6 Month	3.4%	3.04%
1 Year	9.55%	11.91%
3 Year	-	17.88%
5 Year	-	18.07%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month	1.83%	2.76%
1 Year	14.11%	14.12%
3 Year	-	14.68%
5 Year	-	15.97%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year	7.86%	13.52%
3 Year	-	15.31%
5 Year	-	15.2%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	SBI Large & MIDCap Fund- Regular Plan -Growth
Standard Deviation	-	11.75%
Sharp	-	1.06%
Beta	-	0.8%
Alpha	-	1.23%

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

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	SBI Large & MIDCap Fund- Regular Plan -Growth
Others	13.32	8.57
Large Cap	46	36.05
Mid Cap	36.34	41.51
Small Cap	4.34	13.86

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	SBI Large & MIDCap Fund- Regular Plan -Growth
Others	9.66	4.39
Telecom - Services	4.47	-
Petroleum Products	2.84	-
IT - Software	5.95	-
Cement & Cement Products	1.19	-
Construction	0.63	-
Finance	5.81	-
Consumer Durables	4.39	-
Pharmaceuticals & Biotechnology	7.3	-
Non - Ferrous Metals	0.59	-
Banks	15.31	-
Realty	3.83	-
Chemicals & Petrochemicals	1.07	-
Healthcare Services	1.73	-
Auto Components	2.17	-
Electrical Equipment	1.57	-
Ferrous Metals	1.08	-
Transport Infrastructure	1.78	-
Commercial Services & Supplies	0.27	-
Automobiles	5.07	-
Personal Products	1.09	-
Power	0.43	-
Insurance	3.35	-
Transport Services	0.47	-
Fertilizers & Agrochemicals	0.47	-
Industrial Products	1.79	-
Healthcare Equipment & Supplies	0.56	-
Oil	0.86	-
Diversified	0.54	-
Food Products	1.35	-
Aerospace & Defense	1.78	-
Capital Markets	3.5	-
Gas	0.35	-
Financial Technology (Fintech)	1.34	-
Minerals & Mining	0.19	-
Retailing	3.74	-
Household Products	0.19	-
IT - Services	0.74	-
Industrial Manufacturing	0.55	-
Energy	-	4.37
Technology	-	5.06
Basic Materials	-	16.28
Consumer Defensive	-	6.42
Industrials	-	9.21
Financial Services	-	23.24
Healthcare	-	12.23
Consumer Cyclical	-	15.47
Communication Services	-	1.53
Utilities	-	1.8