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 HDFC Large and Mid Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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 HDFC Large and Mid Cap Fund - Growth Option
Fund WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HDFC Large and Mid Cap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1494 Cr ₹23140 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Dec 2023 18 Feb 1994
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 % 9.01%
Expense Ratio 2.04 1.66
Manager Ramesh Mantri Dhruv Muchhal
ISIN Code INF03VN01837 INF179KA1RT1
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 HDFC Large and Mid Cap Fund - Regular - 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 HDFC Large and Mid Cap Fund - Growth Option
1 Month 5.35% 6.3%
6 Month -11.26% -13.27%
1 Year 7.29% 5.15%
3 Year - 17.69%
5 Year - 31.28%

SIP Return Analysis

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HDFC Large and Mid Cap Fund - Growth Option
6 Month -4.92% -4.61%
1 Year -6.04% -9.32%
3 Year - 17.95%
5 Year - 21.63%

Rolling Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HDFC Large and Mid Cap Fund - Growth Option
1 Year 14.68% 14.17%
3 Year - 10.86%
5 Year - 11.39%

Risk Management

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation - 14.902%
Sharp - 0.746%
Beta - 1.012%
Alpha - 4.586%

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 HDFC Large and Mid Cap Fund - Growth Option
Name Ramesh Mantri Dhruv Muchhal
Total AUM ₹0 Cr ₹520687 Cr
Funds Managed 10 40
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HDFC Large and Mid Cap Fund - Growth Option

Market Cap

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

HDFC Large and Mid Cap Fund - Growth Option

Others 11.79 1.86
Large Cap 48.53 46.7
Mid Cap 32.35 36.35
Small Cap 7.32 15.1

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

HDFC Large and Mid Cap Fund - Growth Option

Others 9.81 1.03
Energy 3.82 3.19
Industrials 10.68 11.76
Technology 9.11 11.17
Consumer Cyclical 12.5 13.16
Basic Materials 4.91 5.38
Financial Services 31.23 30.96
Healthcare 7.69 12.81
Real Estate 2.38 1.35
Utilities 1.5 3.91
Consumer Defensive 2 2.49
Communication Services 4.37 2.8

Top Comparisons

Edelweiss Large Cap Fund - Regular Plan - Growth Option Edelweiss Large Cap Fund - Regular Plan - Growth Option

3Y Returns12.61%

VS

Axis Bluechip Fund - Regular Plan - Growth Axis Bluechip Fund - Regular Plan - Growth

3Y Returns7.63%

Compare Now

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns14.48%

VS

Quant Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth

3Y Returns19.3%

Compare Now

WhiteOak Capital Mid Cap Fund Regular Plan Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth

3Y Returns0%

VS

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns21.69%

Compare Now

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns6.82%

VS

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns6.82%

Compare Now
Add to Cart Successfully