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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) | ₹1781 Cr | ₹4861 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 | 2.16% | 2.11% |
| 6 Month | 18.59% | 15.15% |
| 1 Year | 2.03% | -2.79% |
| 3 Year | - | 20.03% |
| 5 Year | - | 24.69% |
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 | 5.01% | 3.3% |
| 1 Year | 14.57% | 9.46% |
| 3 Year | - | 19.5% |
| 5 Year | - | 19.9% |
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 | 9.97% | 9.53% |
| 3 Year | - | 9.88% |
| 5 Year | - | 11.21% |
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 | - | 0.95% |
| Alpha | - | 3% |
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 | 14.75 | 5.97 |
| Large Cap | 44.33 | 45.68 |
| Mid Cap | 35.24 | 36 |
| Small Cap | 5.68 | 12.34 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.72 | 4.46 |
| Communication Services | 5.15 | 5.78 |
| Energy | 4.14 | 6.38 |
| Industrials | 12.29 | 7.78 |
| Technology | 7.46 | 9.45 |
| Basic Materials | 4.98 | 9.27 |
| Financial Services | 32.08 | 29.97 |
| Healthcare | 9.32 | 8.35 |
| Real Estate | 3.62 | 2.3 |
| Consumer Cyclical | 8.56 | 8.61 |
| Consumer Defensive | 3.89 | 5.43 |
| Utilities | 0.8 | 2.23 |
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