WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Sundaram Large and Midcap Fund Regular Plan compare

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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

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Sundaram Large and Midcap Fund Regular Plan - Growth

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1840 Cr	₹6740 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	22 Dec 2023	27 Feb 2007
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	1.85
Manager	Ramesh Mantri	Ashish Aggarwal
ISIN Code	INF03VN01837	INF903J01DT1
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	Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	2.24%	1.65%
6 Month	10.11%	8.04%
1 Year	8.18%	3.06%
3 Year	-	16.93%
5 Year	-	20.61%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	4.18%	3.4%
1 Year	17.92%	13.34%
3 Year	-	15.58%
5 Year	-	15.68%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	8.56%	10.64%
3 Year	-	14.28%
5 Year	-	12.91%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	-	13.41%
Sharp	-	0.68%
Beta	-	0.99%
Alpha	-	0.38%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Ramesh Mantri	Ashish Aggarwal
Total AUM	₹0 Cr	₹9635 Cr
Funds Managed	10	7
	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	16.96	5.37
Large Cap	42.38	44.26
Mid Cap	35.23	38.01
Small Cap	5.43	12.36

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	9.77	3.16
Communication Services	4.95	5.83
Energy	4.02	6.69
Industrials	10.38	10.75
Technology	7.55	3.67
Basic Materials	4.98	8.57
Financial Services	30.86	26.64
Healthcare	8.43	10.25
Real Estate	4.47	2.58
Consumer Cyclical	11.22	15.48
Consumer Defensive	2.64	4.69
Utilities	0.71	1.69