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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) | ₹1840 Cr | ₹34065 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 | 3.59% | 2.83% |
| 6 Month | 10.69% | 9.45% |
| 1 Year | 7.9% | 6.55% |
| 3 Year | - | 16.55% |
| 5 Year | - | 23.81% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 0.46% | 0.78% |
| 1 Year | 9.67% | 9.36% |
| 3 Year | - | 14.1% |
| 5 Year | - | 16.01% |
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% | 14.02% |
| 3 Year | - | 15.11% |
| 5 Year | - | 15.09% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | - | 11.29% |
| Sharp | - | 0.84% |
| Beta | - | 0.81% |
| Alpha | - | -0.12% |
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 | 16.96 | 5.75 |
| Large Cap | 42.38 | 37.79 |
| Mid Cap | 35.23 | 40.79 |
| Small Cap | 5.43 | 15.66 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 9.77 | 4.41 |
| Communication Services | 4.95 | 1.42 |
| Energy | 4.02 | 4.26 |
| Industrials | 10.38 | 9.66 |
| Technology | 7.55 | 4.19 |
| Basic Materials | 4.98 | 17.26 |
| Financial Services | 30.86 | 24.87 |
| Healthcare | 8.43 | 11.95 |
| Real Estate | 4.47 | - |
| Consumer Cyclical | 11.22 | 14.43 |
| Consumer Defensive | 2.64 | 6.14 |
| Utilities | 0.71 | 1.42 |
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