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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) | ₹1781 Cr | ₹33248 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 | 3.12% | 2.75% |
| 6 Month | 18.69% | 15.55% |
| 1 Year | 2.83% | 1.81% |
| 3 Year | - | 17.47% |
| 5 Year | - | 23.45% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 5.01% | 4.44% |
| 1 Year | 14.57% | 13.4% |
| 3 Year | - | 16.71% |
| 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 | 9.97% | 14.21% |
| 3 Year | - | 15% |
| 5 Year | - | 15.04% |
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 | - | 0.92% |
| Beta | - | 0.79% |
| Alpha | - | 1.68% |
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 | 15.15 | 7.29 |
| Large Cap | 44.15 | 37.66 |
| Mid Cap | 35.09 | 38.65 |
| Small Cap | 5.61 | 16.4 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 7.94 | 5.76 |
| Communication Services | 5.21 | 1.08 |
| Energy | 3.89 | 3.1 |
| Industrials | 11.36 | 9.46 |
| Technology | 7.52 | 4.42 |
| Basic Materials | 5.08 | 17.1 |
| Financial Services | 30.49 | 24.54 |
| Healthcare | 9.01 | 12.04 |
| Real Estate | 3.72 | - |
| Consumer Cyclical | 11.44 | 14.54 |
| Consumer Defensive | 3.63 | 6.49 |
| Utilities | 0.71 | 1.47 |
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