Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs DSP Equity Opportunities Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon DSP Equity Opportunities Fund-Regular Plan - Growth

Invest Now

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 DSP Equity Opportunities Fund-Regular Plan - Growth
Fund WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH DSP Equity Opportunities Fund-Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1494 Cr ₹13444 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Dec 2023 16 May 2000
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 % 40%
Expense Ratio 2.04 1.7
Manager Ramesh Mantri Rohit Singhania
ISIN Code INF03VN01837 INF740K01094
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 DSP Equity Opportunities Fund - Regular Plan - 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 DSP Equity Opportunities Fund-Regular Plan - Growth
1 Month 5.35% 6.98%
6 Month -11.26% -11.21%
1 Year 7.29% 13.01%
3 Year - 18.43%
5 Year - 28.46%

SIP Return Analysis

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH DSP Equity Opportunities Fund-Regular Plan - Growth
6 Month -4.92% -2.59%
1 Year -6.04% -4.08%
3 Year - 20.49%
5 Year - 20.52%

Rolling Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH DSP Equity Opportunities Fund-Regular Plan - Growth
1 Year 14.68% 18.49%
3 Year - 17.67%
5 Year - 16.58%

Risk Management

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH DSP Equity Opportunities Fund-Regular Plan - Growth
Standard Deviation - 12.87%
Sharp - 0.74%
Beta - 0.93%
Alpha - 2.02%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH DSP Equity Opportunities Fund-Regular Plan - Growth
Name Ramesh Mantri Rohit Singhania
Total AUM ₹0 Cr ₹46862 Cr
Funds Managed 10 7
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH DSP Equity Opportunities Fund-Regular Plan - Growth

Market Cap

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 11.79 3.7
Large Cap 48.53 50.98
Mid Cap 32.35 35.38
Small Cap 7.32 9.94

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 9.81 2.18
Energy 3.82 5.95
Industrials 10.68 6.88
Technology 9.11 7.57
Consumer Cyclical 12.5 10.79
Basic Materials 4.91 10.92
Financial Services 31.23 32.76
Healthcare 7.69 9.87
Real Estate 2.38 1.13
Utilities 1.5 4.51
Consumer Defensive 2 4.17
Communication Services 4.37 3.27

Top Comparisons

DSP Multi Asset Allocation Fund - Regular (G) DSP Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns16.26%

Compare Now

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns21.64%

VS

SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns12.62%

Compare Now

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.51%

VS

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

3Y Returns6.34%

Compare Now

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

3Y Returns15.14%

VS

HDFC Retirement Savings Fund - Equity Plan - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option

3Y Returns17.48%

Compare Now
Add to Cart Successfully