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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) | ₹2045 Cr | ₹37045 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 |
Trailing Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Month | -1.55% | -1.07% |
| 6 Month | 4.65% | 5.79% |
| 1 Year | 3.6% | 6.51% |
| 3 Year | - | 16.93% |
| 5 Year | - | 19.52% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.71% | 2.17% |
| 1 Year | 18.28% | 15.76% |
| 3 Year | - | 15.47% |
| 5 Year | - | 16.43% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 8.56% | 13.6% |
| 3 Year | - | 15.27% |
| 5 Year | - | 15.18% |
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 | - | 0.94% |
| Beta | - | 0.81% |
| Alpha | - | 0.64% |
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 | 13.77 | 8.57 |
| Large Cap | 43.59 | 36.05 |
| Mid Cap | 36.93 | 41.51 |
| Small Cap | 5.71 | 13.86 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 4.72 | 4.39 |
| Communication Services | 5.15 | 1.53 |
| Energy | 4.05 | 4.37 |
| Technology | 9.38 | 5.06 |
| Basic Materials | 6.21 | 16.28 |
| Industrials | 9.77 | 9.21 |
| Financial Services | 32.92 | 23.24 |
| Healthcare | 9.6 | 12.23 |
| Real Estate | 4.51 | - |
| Consumer Cyclical | 10.64 | 15.47 |
| Consumer Defensive | 2.62 | 6.42 |
| Utilities | 0.42 | 1.8 |
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