WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs HSBC Large & 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 HSBC Large & Mid Cap Fund - Regular Growth

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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 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) ₹1172 Cr ₹3382 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 22 Dec 2023 03 Mar 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 2.07 1.98
Manager Ramesh Mantri Cheenu Gupta
ISIN Code INF03VN01837 INF336L01NY9
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HSBC Large & Mid Cap Fund - Regular Growth
1 Month 2.62% 2.89%
6 Month 20.93% 27.79%
1 Year - 51.36%
3 Year - 22.25%
5 Year - 23.86%

SIP Return Analysis

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HSBC Large & Mid Cap Fund - Regular Growth
6 Month - -
1 Year 8.81% 21.63%
3 Year 8.81% 46.22%
5 Year 8.81% 83.08%

Rolling Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH HSBC Large & Mid Cap Fund - Regular Growth
1 Year 11.93% 24.26%
3 Year 11.93% 61.89%
5 Year 11.93% 94.33%

Risk Management

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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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
Fund Manage 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 13.67 3.52
Large Cap 46.72 38.96
Mid Cap 30.36 33.97
Small Cap 9.3 23.55

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

HSBC Large & Mid Cap Fund - Regular Growth

Others -1.28 2.06
Financial 31.13 14.06
Insurance 0.98 -
Chemicals 1.67 0.05
Energy 5.92 5.57
Metals & Mining 3.5 0.66
Automobile 4.06 4.66
Healthcare 8.31 5.11
Materials 3.55 -
Technology 6.37 5.96
Construction 4.63 11.81
Services 9.47 12.34
Consumer Staples 5.98 1.63
Capital Goods 11.06 31.27
Communication 2.26 1.01
Consumer Discretionary 2.1 3.81
Textiles 0.34 -

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