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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs UTI Large & Mid Cap Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹2045 Cr | ₹5498 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 |
Trailing Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.55% | 0.01% |
| 6 Month | 4.65% | 4.57% |
| 1 Year | 3.6% | 3.8% |
| 3 Year | - | 21.3% |
| 5 Year | - | 21.78% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.71% | 3.37% |
| 1 Year | 18.28% | 16.87% |
| 3 Year | - | 18.56% |
| 5 Year | - | 18.98% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.56% | 9% |
| 3 Year | - | 10.45% |
| 5 Year | - | 11.45% |
Risk Management
| 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 | - | 1.09% |
| Beta | - | 0.95% |
| Alpha | - | 2.83% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 13.77 | 5.47 |
| Large Cap | 43.59 | 48.19 |
| Mid Cap | 36.93 | 33.7 |
| Small Cap | 5.71 | 12.64 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.72 | 3.52 |
| Communication Services | 5.15 | 4.75 |
| Energy | 4.05 | 8.18 |
| Technology | 9.38 | 10.31 |
| Basic Materials | 6.21 | 7.56 |
| Industrials | 9.77 | 8.28 |
| Financial Services | 32.92 | 28.65 |
| Healthcare | 9.6 | 7.5 |
| Real Estate | 4.51 | 2.67 |
| Consumer Cyclical | 10.64 | 10.88 |
| Consumer Defensive | 2.62 | 5.78 |
| Utilities | 0.42 | 1.93 |
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