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) | ₹1494 Cr | ₹4047 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 | 7.33% | 5.76% |
6 Month | -3.86% | -5.22% |
1 Year | 11.5% | 11.93% |
3 Year | - | 22.06% |
5 Year | - | 29.36% |
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 | 0.98% | -0.03% |
1 Year | -2.1% | -5.06% |
3 Year | - | 19.19% |
5 Year | - | 20.53% |
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 | 14.68% | 9.5% |
3 Year | - | 9.15% |
5 Year | - | 10.86% |
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% |
Beta | - | 0.92% |
Alpha | - | 3.43% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 11.79 | 3.89 |
Large Cap | 48.53 | 45.7 |
Mid Cap | 32.35 | 37.27 |
Small Cap | 7.32 | 12.98 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 9.81 | 3.89 |
Energy | 3.82 | - |
Industrials | 10.68 | - |
Technology | 9.11 | - |
Consumer Cyclical | 12.5 | - |
Basic Materials | 4.91 | - |
Financial Services | 31.23 | - |
Healthcare | 7.69 | - |
Real Estate | 2.38 | - |
Utilities | 1.5 | - |
Consumer Defensive | 2 | - |
Communication Services | 4.37 | - |
Telecom - Services | - | 5.38 |
Petroleum Products | - | 1.87 |
IT - Software | - | 7.3 |
Cement & Cement Products | - | 1.88 |
Transport Services | - | 3.36 |
Construction | - | 1.77 |
Textiles & Apparels | - | 1.17 |
Pharmaceuticals & Biotechnology | - | 7.06 |
Banks | - | 20.82 |
Realty | - | 2.84 |
Automobiles | - | 5.02 |
Gas | - | 0.09 |
Diversified FMCG | - | 3.13 |
Fertilizers & Agrochemicals | - | 2.61 |
Insurance | - | 3.34 |
Diversified Metals | - | 2.8 |
Ferrous Metals | - | 1.09 |
Personal Products | - | 2.28 |
Oil | - | 1.28 |
Capital Markets | - | 2.77 |
Consumer Durables | - | 1.37 |
Other Consumer Services | - | 0.81 |
Industrial Products | - | 0.46 |
Auto Components | - | 2.2 |
Chemicals & Petrochemicals | - | 0.7 |
Minerals & Mining | - | 1.42 |
Finance | - | 5.53 |
Entertainment | - | 0.61 |
Power | - | 2.04 |
Paper, Forest & Jute Products | - | 0.79 |
Leisure Services | - | 1.88 |
Retailing | - | 0.28 |
Top Comparisons
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.91%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.23%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.33%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns15.96%
Invesco India Infrastructure Fund - Growth Option
3Y Returns25.84%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns20.69%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns20.79%
Aditya Birla Sun Life India Gennext Fund-Growth Option
3Y Returns17.75%