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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Mahindra Manulife Large & Mid Cap Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1494 Cr | ₹2420 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Dec 2023 | 31 Dec 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 | % | 119% |
| Expense Ratio | 2.04 | 1.96 |
| Manager | Ramesh Mantri | Abhinav Khandelwal |
| ISIN Code | INF03VN01837 | INF174V01911 |
| 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 | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - 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 | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.55% | 5.19% |
| 6 Month | -2.12% | -4.91% |
| 1 Year | 12.27% | 2.33% |
| 3 Year | - | 14.12% |
| 5 Year | - | 25.96% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.96% | -1.16% |
| 1 Year | -3.48% | -9.39% |
| 3 Year | - | 13.83% |
| 5 Year | - | 17.25% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.68% | 27.08% |
| 3 Year | - | 23.63% |
| 5 Year | - | 20.22% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.32% |
| Sharp | - | 0.4% |
| Beta | - | 0.95% |
| Alpha | - | -2.87% |
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Fund Managers
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Ramesh Mantri | Abhinav Khandelwal |
| Total AUM | ₹0 Cr | ₹5522 Cr |
| Funds Managed | 10 | 5 |
| WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.79 | 5.82 |
| Large Cap | 48.53 | 45.11 |
| Mid Cap | 32.35 | 35.71 |
| Small Cap | 7.32 | 13.36 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.81 | 5.81 |
| Energy | 3.82 | 3.96 |
| Industrials | 10.68 | 6.95 |
| Technology | 9.11 | 8.07 |
| Consumer Cyclical | 12.5 | 15.09 |
| Basic Materials | 4.91 | 7.55 |
| Financial Services | 31.23 | 31.63 |
| Healthcare | 7.69 | 8.38 |
| Real Estate | 2.38 | - |
| Utilities | 1.5 | 3.39 |
| Consumer Defensive | 2 | 4.11 |
| Communication Services | 4.37 | 5.06 |
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