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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) | ₹1777 Cr | ₹33348 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 | 0.6% | -0.3% |
| 6 Month | 14.42% | 12.33% |
| 1 Year | 5.73% | 5.06% |
| 3 Year | - | 18.09% |
| 5 Year | - | 23.58% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 5.15% | 4.16% |
| 1 Year | 9.04% | 7.97% |
| 3 Year | - | 15.99% |
| 5 Year | - | 17.71% |
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 | - | 1.12% |
| Beta | - | 0.8% |
| Alpha | - | 1.99% |
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 | 14.75 | 6.44 |
| Large Cap | 44.33 | 38.72 |
| Mid Cap | 35.24 | 38.49 |
| Small Cap | 5.68 | 16.35 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 7.72 | 4.99 |
| Communication Services | 5.15 | 1.16 |
| Energy | 4.14 | 3.17 |
| Industrials | 12.29 | 9.35 |
| Technology | 7.46 | 4.37 |
| Basic Materials | 4.98 | 16.87 |
| Financial Services | 32.08 | 27.34 |
| Healthcare | 9.32 | 11.81 |
| Real Estate | 3.62 | - |
| Consumer Cyclical | 8.56 | 13.56 |
| Consumer Defensive | 3.89 | 5.83 |
| Utilities | 0.8 | 1.56 |
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