WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs UTI Large & Mid Cap Fund compare

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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

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UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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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	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1776 Cr	₹4866 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹1000
Launch Date	22 Dec 2023	30 Jul 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	%	32%
Expense Ratio	2.04	1.9
Manager	Ramesh Mantri	V Srivatsa
ISIN Code	INF03VN01837	INF789F01869
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	UTI Large & 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	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	-1.59%	-2.5%
6 Month	10.68%	7.7%
1 Year	4.41%	0.26%
3 Year	-	22.45%
5 Year	-	26.38%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	7.13%	5.49%
1 Year	11.08%	6.75%
3 Year	-	21.45%
5 Year	-	21.52%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	11.31%	9.68%
3 Year	-	9.67%
5 Year	-	11.04%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	-	12.33%
Sharp	-	1.42%
Beta	-	0.93%
Alpha	-	2.94%

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Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name	Ramesh Mantri	V Srivatsa
Total AUM	₹0 Cr	₹7921 Cr
Funds Managed	10	3
	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	17.65	5.72
Large Cap	44.64	44.99
Mid Cap	33.41	36.27
Small Cap	4.3	13.02

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	10.89	4.05
Communication Services	5.24	6.59
Energy	3.87	6.45
Industrials	12.52	7.34
Technology	8.25	9.23
Basic Materials	4.22	9.41
Financial Services	29.35	30.08
Healthcare	8.33	7.53
Real Estate	3.13	2.49
Consumer Cyclical	11.27	9.39
Consumer Defensive	2.1	5.35
Utilities	0.83	2.09