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) ₹1172 Cr ₹21432 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 2.07 1.68
Manager Ramesh Mantri Dhruv Muchhal
ISIN Code INF03VN01837 INF179KA1RT1
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1% if redeemed within 1 year/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 2.62% 1.53%
6 Month 20.93% 20.52%
1 Year - 45.39%
3 Year - 26.17%
5 Year - 26.63%

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 8.81% 18.92%
3 Year 8.81% 50.79%
5 Year 8.81% 101.91%

Rolling Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HDFC Large and Mid Cap Fund - Growth Option
1 Year 11.93% 27.86%
3 Year 11.93% 74.64%
5 Year 11.93% 110.02%

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 13.67 3.49
Large Cap 46.72 49.85
Mid Cap 30.36 34.39
Small Cap 9.3 12.27

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

HDFC Large and Mid Cap Fund - Growth Option

Others -1.28 2.51
Financial 31.13 -
Insurance 0.98 2.48
Chemicals 1.67 -
Energy 5.92 -
Metals & Mining 3.5 -
Automobile 4.06 -
Healthcare 8.31 -
Materials 3.55 -
Technology 6.37 -
Construction 4.63 1.57
Services 9.47 -
Consumer Staples 5.98 -
Capital Goods 11.06 -
Communication 2.26 -
Consumer Discretionary 2.1 -
Textiles 0.34 -
Automobiles - 3.09
Telecom - Services - 2.16
Petroleum Products - 2.8
IT - Software - 7.09
Auto Components - 4.17
Pharmaceuticals & Biotechnology - 8.21
IT - Services - 0.08
Industrial Manufacturing - 1
Cement & Cement Products - 1.47
Finance - 9.38
Healthcare Services - 2.45
Banks - 20.09
Diversified FMCG - 0.81
Non - Ferrous Metals - 0.48
Realty - 2.19
Agricultural, Commercial & Construction Vehicles - 0.85
Chemicals & Petrochemicals - 2.06
Leisure Services - 1.82
Aerospace & Defense - 2.87
Ferrous Metals - 1.34
Fertilizers & Agrochemicals - 1
Telecom - Equipment & Accessories - 0.21
Consumer Durables - 2.77
Electrical Equipment - 0.66
Personal Products - 0.52
Transport Services - 1.33
Industrial Products - 1.98
Gas - 1.44
Beverages - 0.6
Entertainment - 0.75
Agricultural Food & other Products - 0.6
Oil - 0.77
Retailing - 1.83
Capital Markets - 0.75
Financial Technology (Fintech) - 0.52
Power - 2.55
Commercial Services & Supplies - 0.46
Textiles & Apparels - 0.23
Transport Infrastructure - 0.06

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