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

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tortoise-icon WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

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

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Chart Comparison

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) ₹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%

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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

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