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 Very High Very High
Asset Size (Cr) ₹1172 Cr ₹3002 Cr ₹3002 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 22 Dec 2023 05 Feb 2015 05 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 2.07 1.91 1.91
Manager Ramesh Mantri Yogesh Patil Yogesh Patil
ISIN Code INF03VN01837 INF767K01NB5 INF767K01NB5
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./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 2.62% 4.98% 4.98%
6 Month 20.93% 34.07% 34.07%
1 Year - 48.16% 48.16%
3 Year - 19.02% 19.02%
5 Year - 22.63% 22.63%

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 8.81% 20.85% 20.85%
3 Year 8.81% 40.07% 40.07%
5 Year 8.81% 73.9% 73.9%

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 11.93% 22.45% 22.45%
3 Year 11.93% 56.29% 56.29%
5 Year 11.93% 85.03% 85.03%

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 - 0.95% 0.95%
Beta - 0.93% 0.93%
Alpha - -0.56% -0.56%

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 13.67 5.39 5.39
Large Cap 46.72 40.58 40.58
Mid Cap 30.36 36.85 36.85
Small Cap 9.3 17.2 17.2

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 -1.28 1.83 1.83
Financial 31.13 27.22 27.22
Insurance 0.98 0.9 0.9
Chemicals 1.67 3.69 3.69
Energy 5.92 3.98 3.98
Metals & Mining 3.5 1.18 1.18
Automobile 4.06 10.06 10.06
Healthcare 8.31 2.87 2.87
Materials 3.55 2.95 2.95
Technology 6.37 4.09 4.09
Construction 4.63 0.8 0.8
Services 9.47 12.7 12.7
Consumer Staples 5.98 3.81 3.81
Capital Goods 11.06 18.23 18.23
Communication 2.26 0.96 0.96
Consumer Discretionary 2.1 2.26 2.26
Textiles 0.34 0.78 0.78
Diversified - 1.71 1.71

Top Comparisons

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns5.08%

VS

Axis Short Term Fund - Regular Plan - Growth Option Axis Short Term Fund - Regular Plan - Growth Option

3Y Returns5.6%

Compare Now

SBI Dividend Yield Fund - Regular Plan - Growth SBI Dividend Yield Fund - Regular Plan - Growth

3Y Returns0%

VS

Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

3Y Returns24.7%

Compare Now

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.25%

VS

UTI Dynamic Bond Fund - Regular Plan - Growth Option UTI Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns10.75%

Compare Now

DSP Overnight Fund - Regular Plan - Growth DSP Overnight Fund - Regular Plan - Growth

3Y Returns5.57%

VS

Canara Robeco Overnight Fund - Regular Plan - Growth Option Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns5.58%

Compare Now
Request call back
Add to Cart Successfully