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
| 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) | ₹1487 Cr | ₹3609 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 | 2.05 | 1.94 |
| 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 |
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -6.15% | -10.59% |
| 6 Month | -2.65% | -2.5% |
| 1 Year | 15.7% | 21.5% |
| 3 Year | - | 15.81% |
| 5 Year | - | 18.66% |
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 9.78% |
| 3 Year | - | 24.22% |
| 5 Year | - | 22.88% |
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 27% | 20.37% |
| 3 Year | - | 19.47% |
| 5 Year | - | 21.86% |
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 13.09% |
| Sharp | - | 1.13% |
| Beta | - | 0.93% |
| Alpha | - | 0.54% |
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| 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 |
| Fund Manage | 10 | 9 |
| WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | HSBC Large & Mid Cap Fund - Regular Growth |
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.17 | 2.01 |
| Small Cap | 10.78 | 18.14 |
| Large Cap | 48.14 | 37.78 |
| Mid Cap | 36.91 | 42.07 |
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.17 | 2.01 |
| Realty | 2.51 | 3.72 |
| Petroleum Products | 2.7 | 0.02 |
| Industrial Products | 2.79 | 4.73 |
| IT - Software | 6.73 | 7.3 |
| Cement & Cement Products | 1.63 | 0.69 |
| Construction | 1.46 | 0.64 |
| Finance | 7.13 | 2.08 |
| Healthcare Services | 1.4 | 2.03 |
| Pharmaceuticals & Biotechnology | 5.67 | 1.8 |
| Non - Ferrous Metals | 0.36 | - |
| Banks | 15.57 | 6.49 |
| Leisure Services | 1.44 | 0.65 |
| Aerospace & Defense | 1.48 | 4.8 |
| Electrical Equipment | 5.52 | 19.47 |
| Auto Components | 2.53 | 0.02 |
| Ferrous Metals | 1.11 | - |
| Automobiles | 1.83 | 4.04 |
| Personal Products | 1.38 | 0.36 |
| Transport Services | 1.22 | - |
| Power | 0.78 | 4.24 |
| Telecom - Services | 3.5 | 0.42 |
| Fertilizers & Agrochemicals | 0.46 | - |
| Insurance | 3.19 | - |
| Beverages | 0.61 | 0.06 |
| Healthcare Equipment & Supplies | 0.84 | - |
| Diversified | 0.25 | - |
| Food Products | 2.2 | - |
| Oil | 0.92 | - |
| Consumer Durables | 2.39 | 6.61 |
| Capital Markets | 6.9 | 9.56 |
| Chemicals & Petrochemicals | 0.64 | - |
| Gas | 0.52 | - |
| Financial Technology (Fintech) | 0.99 | 2.58 |
| Minerals & Mining | 0.27 | - |
| Retailing | 5.31 | 11.03 |
| Household Products | 0.46 | - |
| IT - Services | 0.71 | - |
| Textiles & Apparels | 0.12 | - |
| Commercial Services & Supplies | 0.31 | - |
| Paper, Forest & Jute Products | - | 0.91 |
| Industrial Manufacturing | - | 3.74 |
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