- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Sundaram Large and Midcap Fund Regular Plan compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
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) | ₹1777 Cr | ₹6789 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 |
Trailing Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.6% | 0.24% |
| 6 Month | 14.42% | 12.6% |
| 1 Year | 5.73% | 0.38% |
| 3 Year | - | 15.6% |
| 5 Year | - | 20.37% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.15% | 3.6% |
| 1 Year | 9.04% | 3.89% |
| 3 Year | - | 14.32% |
| 5 Year | - | 15.27% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.97% | 10.83% |
| 3 Year | - | 14.22% |
| 5 Year | - | 12.76% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.68% |
| Sharp | - | 0.73% |
| Beta | - | 0.98% |
| Alpha | - | 0.80% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 14.75 | 5.3 |
| Large Cap | 44.33 | 45.65 |
| Mid Cap | 35.24 | 37.21 |
| Small Cap | 5.68 | 11.84 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.72 | 2.13 |
| Communication Services | 5.15 | 7.15 |
| Energy | 4.14 | 6.6 |
| Industrials | 12.29 | 9.09 |
| Technology | 7.46 | 3.55 |
| Basic Materials | 4.98 | 7.94 |
| Financial Services | 32.08 | 26.53 |
| Healthcare | 9.32 | 9.95 |
| Real Estate | 3.62 | 2.64 |
| Consumer Cyclical | 8.56 | 15.72 |
| Consumer Defensive | 3.89 | 5.95 |
| Utilities | 0.8 | 2.74 |
Top Comparisons
Kotak Contra Fund - Growth
3Y Returns21.19%
Invesco India Contra Fund - Growth
3Y Returns19.95%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns17.1%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns18.14%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns22.13%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns15.06%
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.37%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.4%
