- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs HSBC Large & Mid Cap Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1494 Cr | ₹3873 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Dec 2023 | 03 Apr 2019 |
| 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 | % | 68% |
| Expense Ratio | 2.04 | 1.91 |
| Manager | Ramesh Mantri | Cheenu Gupta |
| ISIN Code | INF03VN01837 | INF336L01NY9 |
| 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 | HSBC Large & Midcap Fund - 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 | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 6.82% | 7.95% |
| 6 Month | -9.84% | -16.14% |
| 1 Year | 9.97% | 8.66% |
| 3 Year | - | 15.49% |
| 5 Year | - | 25.05% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -4.92% | -10.78% |
| 1 Year | -6.04% | -17.04% |
| 3 Year | - | 15.78% |
| 5 Year | - | 17.46% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.68% | 21.03% |
| 3 Year | - | 19.46% |
| 5 Year | - | 21.66% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 16.811% |
| Sharp | - | 0.444% |
| Beta | - | 0.981% |
| Alpha | - | 1.122% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Ramesh Mantri | Cheenu Gupta |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 10 | 9 |
| WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 11.79 | 1.85 |
| Large Cap | 48.53 | 44.97 |
| Mid Cap | 32.35 | 40.28 |
| Small Cap | 7.32 | 12.89 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 9.81 | 1.85 |
| Energy | 3.82 | 0.02 |
| Industrials | 10.68 | 25.68 |
| Technology | 9.11 | 16.65 |
| Consumer Cyclical | 12.5 | 16.84 |
| Basic Materials | 4.91 | 1.65 |
| Financial Services | 31.23 | 22.6 |
| Healthcare | 7.69 | 7.54 |
| Real Estate | 2.38 | 2.12 |
| Utilities | 1.5 | 3.11 |
| Consumer Defensive | 2 | 0.41 |
| Communication Services | 4.37 | 1.52 |
Top Comparisons
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns9.55%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns11.9%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns12.1%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
ICICI Prudential Gilt Fund - Growth
3Y Returns7.76%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns6.78%
