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

Link copied to clipboard!

tortoise-icon WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

Invest Now

tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

Invest Now

tortoise-icon LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Invest Now

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 LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Fund WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Average Very High
Asset Size (Cr) ₹1487 Cr ₹3083 Cr ₹3083 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 22 Dec 2023 25 Feb 2015 25 Feb 2015
Category Large and Mid Cap Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark BSE 250 Large MidCap Index NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over % % 46%
Expense Ratio 2.05 1.91 1.91
Manager Ramesh Mantri Yogesh Patil Yogesh Patil
ISIN Code INF03VN01837 INF767K01NB5 INF767K01NB5
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 LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Month -6.15% -4.6% -4.6%
6 Month -2.65% -3.09% -3.09%
1 Year 15.7% 19.27% 19.27%
3 Year - 13.85% 13.85%
5 Year - 17.51% 17.51%

SIP Return Analysis

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
6 Month - - -
1 Year - 8.73% 8.73%
3 Year - 20.8% 20.8%
5 Year - 20.51% 20.51%

Rolling Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Year 27% 13.43% 13.43%
3 Year - 15.11% 15.11%
5 Year - 14% 14%

Risk Management

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Standard Deviation - 12.59% 12.59%
Sharp - 0.79% 0.79%
Beta - 0.92% 0.92%
Alpha - -0.42% -0.42%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Name Ramesh Mantri Yogesh Patil Yogesh Patil
Total AUM ₹0 Cr ₹5898 Cr ₹5898 Cr
Fund Manage 10 7 7
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Market Cap

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Others 4.17 2.55 2.55
Small Cap 10.78 18.63 18.63
Large Cap 48.14 40.75 40.75
Mid Cap 36.91 38.05 38.05

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Others 4.17 2.55 2.55
Realty 2.51 1.12 1.12
Petroleum Products 2.7 2.74 2.74
Industrial Products 2.79 9.42 9.42
IT - Software 6.73 4.75 4.75
Cement & Cement Products 1.63 1.33 1.33
Construction 1.46 1.07 1.07
Finance 7.13 8.52 8.52
Healthcare Services 1.4 2.38 2.38
Pharmaceuticals & Biotechnology 5.67 2.92 2.92
Non - Ferrous Metals 0.36 1.07 1.07
Banks 15.57 14.6 14.6
Leisure Services 1.44 3.41 3.41
Aerospace & Defense 1.48 1.66 1.66
Electrical Equipment 5.52 4.2 4.2
Auto Components 2.53 6.67 6.67
Ferrous Metals 1.11 - -
Automobiles 1.83 2.35 2.35
Personal Products 1.38 - -
Transport Services 1.22 1.54 1.54
Power 0.78 1.24 1.24
Telecom - Services 3.5 1.52 1.52
Fertilizers & Agrochemicals 0.46 2.55 2.55
Insurance 3.19 2.27 2.27
Beverages 0.61 - -
Healthcare Equipment & Supplies 0.84 - -
Diversified 0.25 1.17 1.17
Food Products 2.2 - -
Oil 0.92 - -
Consumer Durables 2.39 2.41 2.41
Capital Markets 6.9 - -
Chemicals & Petrochemicals 0.64 1.43 1.43
Gas 0.52 0.68 0.68
Financial Technology (Fintech) 0.99 - -
Minerals & Mining 0.27 - -
Retailing 5.31 4.25 4.25
Household Products 0.46 - -
IT - Services 0.71 0.43 0.43
Textiles & Apparels 0.12 1.2 1.2
Commercial Services & Supplies 0.31 - -
Diversified FMCG - 2.06 2.06
Industrial Manufacturing - 4.77 4.77
Agricultural Food & other Products - 0.94 0.94
Transport Infrastructure - 0.76 0.76

Top Comparisons

Kotak Small Cap Fund - Growth Kotak Small Cap Fund - Growth

3Y Returns14.86%

VS

Quant Small Cap Fund-Growth Quant Small Cap Fund-Growth

3Y Returns21.31%

Compare Now

DSP Multi Asset Allocation Fund - Regular (G) DSP Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Mirae Asset Multi Asset Allocation Fund-Reg (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns25.34%

VS

LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Growth

3Y Returns27.38%

Compare Now

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

VS

LIC MF Multi Cap Fund Regular - Growth LIC MF Multi Cap Fund Regular - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully