WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs HDFC Large and 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 HDFC Large and Mid Cap Fund - 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 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) ₹1487 Cr ₹23485 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 2.05 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 -6.15% -4.35%
6 Month -2.65% -5.41%
1 Year 15.7% 11.52%
3 Year - 18.52%
5 Year - 21.44%

SIP Return Analysis

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HDFC Large and Mid Cap Fund - Growth Option
6 Month - -
1 Year - 1.46%
3 Year - 21.77%
5 Year - 24.45%

Rolling Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HDFC Large and Mid Cap Fund - Growth Option
1 Year 27% 14.01%
3 Year - 10.73%
5 Year - 11.31%

Risk Management

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation - 12.97%
Sharp - 1.37%
Beta - 0.96%
Alpha - 3.24%

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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
Fund Manage 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 4.17 1.31
Small Cap 10.78 12.2
Large Cap 48.14 49.45
Mid Cap 36.91 37.04

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

HDFC Large and Mid Cap Fund - Growth Option

Others 4.17 1.31
Realty 2.51 1.73
Petroleum Products 2.7 2.61
Industrial Products 2.79 1.45
IT - Software 6.73 8.83
Cement & Cement Products 1.63 1.18
Construction 1.46 1.62
Finance 7.13 8.81
Healthcare Services 1.4 3.08
Pharmaceuticals & Biotechnology 5.67 9.22
Non - Ferrous Metals 0.36 0.72
Banks 15.57 18.76
Leisure Services 1.44 1.76
Aerospace & Defense 1.48 2.31
Electrical Equipment 5.52 0.53
Auto Components 2.53 4.16
Ferrous Metals 1.11 1.1
Automobiles 1.83 3.3
Personal Products 1.38 0.49
Transport Services 1.22 1.5
Power 0.78 2.68
Telecom - Services 3.5 2.22
Fertilizers & Agrochemicals 0.46 1.03
Insurance 3.19 3.09
Beverages 0.61 0.55
Healthcare Equipment & Supplies 0.84 -
Diversified 0.25 -
Food Products 2.2 -
Oil 0.92 0.69
Consumer Durables 2.39 2.53
Capital Markets 6.9 0.99
Chemicals & Petrochemicals 0.64 1.98
Gas 0.52 1.35
Financial Technology (Fintech) 0.99 0.6
Minerals & Mining 0.27 -
Retailing 5.31 2.21
Household Products 0.46 -
IT - Services 0.71 0.07
Textiles & Apparels 0.12 0.23
Commercial Services & Supplies 0.31 0.39
Industrial Manufacturing - 0.9
Diversified FMCG - 1.06
Agricultural, Commercial & Construction Vehicles - 1.58
Telecom - Equipment & Accessories - 0.17
Entertainment - 0.64
Agricultural Food & other Products - 0.52
Transport Infrastructure - 0.05

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