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 | Very High |
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 | 6.82% | 7.49% |
6 Month | -9.84% | -11.29% |
1 Year | 9.97% | 14.71% |
3 Year | - | 19.54% |
5 Year | - | 26.35% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
6 Month | -4.92% | -5.71% |
1 Year | -6.04% | -5.14% |
3 Year | - | 22.28% |
5 Year | - | 20.89% |
Rolling Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
1 Year | 14.68% | 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 | - | 0.75% |
Beta | - | 0.97% |
Alpha | - | 2.65% |
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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 |
Funds Managed | 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 | 11.79 | 2.24 |
Large Cap | 48.53 | 34.77 |
Mid Cap | 32.35 | 44.77 |
Small Cap | 7.32 | 18.22 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
---|---|---|
Others | 9.81 | 0.27 |
Energy | 3.82 | - |
Industrials | 10.68 | 10.04 |
Technology | 9.11 | 8.91 |
Consumer Cyclical | 12.5 | 23.77 |
Basic Materials | 4.91 | 4.9 |
Financial Services | 31.23 | 27.46 |
Healthcare | 7.69 | 13.77 |
Real Estate | 2.38 | 6.66 |
Utilities | 1.5 | - |
Consumer Defensive | 2 | 2.25 |
Communication Services | 4.37 | 1.96 |
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