WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs INVESCO INDIA LARGE & MID CAP FUND compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
Overview
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹1494 Cr | ₹6250 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 22 Dec 2023 | 09 Aug 2007 |
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 | % | 73% |
Expense Ratio | 2.04 | 1.8 |
Manager | Ramesh Mantri | Aditya Khemani |
ISIN Code | INF03VN01837 | INF205K01247 |
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 | Invesco India Large & Mid Cap 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 | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Month | -3.79% | -4.37% |
6 Month | -9.04% | -7.74% |
1 Year | 8.12% | 13.54% |
3 Year | - | 18.73% |
5 Year | - | 17.5% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | - | - |
1 Year | -6.82% | -6.1% |
3 Year | - | 20.29% |
5 Year | - | 19.92% |
Rolling Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 18.88% | 13.52% |
3 Year | - | 14.27% |
5 Year | - | 14.77% |
Risk Management
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Standard Deviation | - | 12.64% |
Sharp | - | 0.78% |
Beta | - | 0.98% |
Alpha | - | 1.91% |
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Fund Managers
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Name | Ramesh Mantri | Aditya Khemani |
Total AUM | ₹0 Cr | ₹12070 Cr |
Fund Manage | 10 | 3 |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
Market Cap
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 4.17 | 0.31 |
Small Cap | 10.78 | 13.09 |
Large Cap | 48.14 | 37.45 |
Mid Cap | 36.91 | 49.15 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 4.17 | 0.31 |
Realty | 2.51 | 7.55 |
Petroleum Products | 2.7 | - |
Industrial Products | 2.79 | 6.68 |
IT - Software | 6.73 | 6.66 |
Cement & Cement Products | 1.63 | 3.79 |
Construction | 1.46 | - |
Finance | 7.13 | 5.84 |
Healthcare Services | 1.4 | 5.49 |
Pharmaceuticals & Biotechnology | 5.67 | 5.46 |
Non - Ferrous Metals | 0.36 | - |
Banks | 15.57 | 13.94 |
Leisure Services | 1.44 | 3.27 |
Aerospace & Defense | 1.48 | - |
Electrical Equipment | 5.52 | 1.91 |
Auto Components | 2.53 | 2.7 |
Ferrous Metals | 1.11 | 1.1 |
Automobiles | 1.83 | 4.18 |
Personal Products | 1.38 | - |
Transport Services | 1.22 | 2.64 |
Power | 0.78 | - |
Telecom - Services | 3.5 | 2.01 |
Fertilizers & Agrochemicals | 0.46 | - |
Insurance | 3.19 | 4.26 |
Beverages | 0.61 | - |
Healthcare Equipment & Supplies | 0.84 | - |
Diversified | 0.25 | - |
Food Products | 2.2 | - |
Oil | 0.92 | - |
Consumer Durables | 2.39 | 6.82 |
Capital Markets | 6.9 | 4.26 |
Chemicals & Petrochemicals | 0.64 | - |
Gas | 0.52 | - |
Financial Technology (Fintech) | 0.99 | - |
Minerals & Mining | 0.27 | - |
Retailing | 5.31 | 8.27 |
Household Products | 0.46 | - |
IT - Services | 0.71 | - |
Textiles & Apparels | 0.12 | - |
Commercial Services & Supplies | 0.31 | - |
Agricultural Food & other Products | - | 1.41 |
Industrial Manufacturing | - | 1.45 |
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