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 | 7.71% | 5.76% |
6 Month | 3.19% | 2.9% |
1 Year | 13.89% | 12.72% |
3 Year | - | 21.23% |
5 Year | - | 28.03% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | 0.98% | 0.72% |
1 Year | -2.1% | -2.79% |
3 Year | - | 14.84% |
5 Year | - | 17.79% |
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 | - | 0.77% |
Beta | - | 0.83% |
Alpha | - | 0.25% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.17 |
Large Cap | 48.53 | 40.14 |
Mid Cap | 32.35 | 36.91 |
Small Cap | 7.32 | 16.78 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 9.81 | 6.17 |
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 | - | 3.29 |
IT - Software | - | 5.89 |
Pharmaceuticals & Biotechnology | - | 11.09 |
Industrial Manufacturing | - | 1.35 |
Cement & Cement Products | - | 4.4 |
Construction | - | 2.19 |
Banks | - | 21.48 |
Diversified FMCG | - | 1.54 |
Non - Ferrous Metals | - | 2.74 |
Auto Components | - | 7.12 |
Ferrous Metals | - | 2.34 |
Personal Products | - | 2.42 |
Telecom - Services | - | 2.39 |
Capital Markets | - | 2.61 |
Consumer Durables | - | 4.67 |
Chemicals & Petrochemicals | - | 0.81 |
Transport Services | - | 0.65 |
Finance | - | 3.07 |
Industrial Products | - | 1.35 |
Agricultural, Commercial & Construction Vehicles | - | 1.87 |
Gas | - | 0.3 |
Retailing | - | 1 |
Food Products | - | 0.5 |
Automobiles | - | 1 |
Healthcare Services | - | 0.55 |
Beverages | - | 1.05 |
Textiles & Apparels | - | 2.25 |
Leisure Services | - | 1.9 |
Power | - | 2.01 |
Top Comparisons
ICICI Prudential Bond Fund - Growth
3Y Returns8.65%
HDFC Income Fund - Growth Option
3Y Returns7.86%
ICICI Prudential Technology Fund - Growth
3Y Returns13.08%
SBI Technology Opportunities Fund Regular Growth
3Y Returns17.43%
HDFC Small Cap Fund Regular Growth
3Y Returns26.54%
LIC MF Small Cap Fund Regular - Growth
3Y Returns22.65%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns21.7%
Invesco India Multicap Fund - Growth Option
3Y Returns23.56%