WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Motilal Oswal Large and Midcap Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1494 Cr | ₹8447 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 22 Dec 2023 | 17 Oct 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 | % | 70% |
Expense Ratio | 2.04 | 1.73 |
Manager | Ramesh Mantri | Rakesh Shetty |
ISIN Code | INF03VN01837 | INF247L01965 |
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 | Motilal Oswal Large and Midcap Fund - Regular Plan - 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 | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Month | 6.82% | 10.84% |
6 Month | -9.84% | -14.46% |
1 Year | 9.97% | 13.83% |
3 Year | - | 22.83% |
5 Year | - | 29.9% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | -4.92% | -9.92% |
1 Year | -6.04% | -9.86% |
3 Year | - | 23.23% |
5 Year | - | 23.63% |
Rolling Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 14.68% | 31.85% |
3 Year | - | 25.93% |
5 Year | - | 25.61% |
Risk Management
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | - | 16.577% |
Sharp | - | 0.899% |
Beta | - | 0.963% |
Alpha | - | 7.354% |
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Fund Managers
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Name | Ramesh Mantri | Rakesh Shetty |
Total AUM | ₹0 Cr | ₹33886 Cr |
Funds Managed | 10 | 19 |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 11.79 | 4.04 |
Large Cap | 48.53 | 35.63 |
Mid Cap | 32.35 | 39.29 |
Small Cap | 7.32 | 21.04 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 9.81 | 2.08 |
Energy | 3.82 | - |
Industrials | 10.68 | 29.6 |
Technology | 9.11 | 10.92 |
Consumer Cyclical | 12.5 | 26.27 |
Basic Materials | 4.91 | 3.12 |
Financial Services | 31.23 | 14.33 |
Healthcare | 7.69 | 1.96 |
Real Estate | 2.38 | 5.68 |
Utilities | 1.5 | - |
Consumer Defensive | 2 | - |
Communication Services | 4.37 | 6.04 |
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