WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs DSP Equity Opportunities Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
DSP Equity Opportunities Fund-Regular Plan - Growth
Chart Comparison
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% |
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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 |
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