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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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	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

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	SBI Large & MIDCap Fund- Regular Plan -Growth
1 Month	3.19%	2.71%
6 Month	-2.52%	-0.86%
1 Year	8.42%	6.39%
3 Year	-	21.96%
5 Year	-	25.93%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month	8.91%	7.12%
1 Year	9.63%	7.32%
3 Year	-	17.33%
5 Year	-	18.97%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year	11.31%	14.46%
3 Year	-	14.87%
5 Year	-	14.98%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	SBI Large & MIDCap Fund- Regular Plan -Growth
Standard Deviation	-	11.75%
Sharp	-	1.05%
Beta	-	0.81%
Alpha	-	1.22%

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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	11.79	5.68
Large Cap	48.53	41.02
Mid Cap	32.35	37.08
Small Cap	7.32	16.22

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	SBI Large & MIDCap Fund- Regular Plan -Growth
Others	9.81	5.68
Energy	3.82	-
Industrials	10.68	-
Technology	9.11	-
Consumer Cyclical	12.5	-
Basic Materials	4.91	-
Financial Services	31.23	-
Healthcare	7.69	-
Real Estate	2.38	-
Utilities	1.5	-
Consumer Defensive	2	-
Communication Services	4.37	-
Petroleum Products	-	3.54
IT - Software	-	6.46
Pharmaceuticals & Biotechnology	-	10.27
Industrial Manufacturing	-	1.43
Cement & Cement Products	-	4.21
Construction	-	2.08
Banks	-	23.08
Diversified FMCG	-	1.55
Non - Ferrous Metals	-	2.43
Auto Components	-	8.01
Ferrous Metals	-	2.2
Personal Products	-	2.56
Telecom - Services	-	1.89
Capital Markets	-	2.77
Consumer Durables	-	4.3
Chemicals & Petrochemicals	-	0.71
Transport Services	-	0.76
Finance	-	2.87
Industrial Products	-	1.31
Agricultural, Commercial & Construction Vehicles	-	2.02
Gas	-	0.33
Retailing	-	1.06
Food Products	-	0.45
Healthcare Services	-	0.6
Beverages	-	1.11
Textiles & Apparels	-	2.29
Leisure Services	-	2
Power	-	2.03