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

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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

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HSBC Large & Mid Cap Fund - Regular Growth

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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 Risk	Very High Risk
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

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	HSBC Large & Mid Cap Fund - Regular Growth
1 Month	-3.79%	-8.5%
6 Month	-9.04%	-15.11%
1 Year	8.12%	7.68%
3 Year	-	14.4%
5 Year	-	16.14%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	HSBC Large & Mid Cap Fund - Regular Growth
6 Month	-	-
1 Year	-6.82%	-15.44%
3 Year	-	14.82%
5 Year	-	17.24%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	HSBC Large & Mid Cap Fund - Regular Growth
1 Year	18.88%	21.03%
3 Year	-	19.46%
5 Year	-	21.66%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation	-	15.618%
Sharp	-	0.613%
Beta	-	0.931%
Alpha	-	2.312%

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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	5.47
Small Cap	10.78	14.21
Large Cap	48.14	38.58
Mid Cap	36.91	41.74

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	HSBC Large & Mid Cap Fund - Regular Growth
Others	4.17	5.47
Realty	2.51	3.9
Petroleum Products	2.7	0.02
Industrial Products	2.79	3.01
IT - Software	6.73	7.87
Cement & Cement Products	1.63	0.65
Construction	1.46	0.63
Finance	7.13	1.01
Healthcare Services	1.4	2.16
Pharmaceuticals & Biotechnology	5.67	2.87
Non - Ferrous Metals	0.36	-
Banks	15.57	6.56
Leisure Services	1.44	0.92
Aerospace & Defense	1.48	4.66
Electrical Equipment	5.52	17.12
Auto Components	2.53	0.02
Ferrous Metals	1.11	-
Automobiles	1.83	3.7
Personal Products	1.38	0.31
Transport Services	1.22	-
Power	0.78	3.74
Telecom - Services	3.5	0.37
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	6.97
Capital Markets	6.9	9.22
Chemicals & Petrochemicals	0.64	-
Gas	0.52	-
Financial Technology (Fintech)	0.99	3.16
Minerals & Mining	0.27	-
Retailing	5.31	10.79
Household Products	0.46	-
IT - Services	0.71	-
Textiles & Apparels	0.12	-
Commercial Services & Supplies	0.31	-
Paper, Forest & Jute Products	-	0.77
Industrial Manufacturing	-	4.04