WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Motilal Oswal Large and Midcap Fund compare

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

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tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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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 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) ₹1172 Cr ₹4934 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 22 Dec 2023 01 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 2.07 1.84
Manager Ramesh Mantri Rakesh Shetty
ISIN Code INF03VN01837 INF247L01965
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1%, if redeemed within 15 days./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 2.62% 6.9%
6 Month 20.93% 28.28%
1 Year - 57%
3 Year - 26.25%
5 Year - -

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 - -
1 Year 8.81% 21.41%
3 Year 8.81% 54.76%
5 Year 8.81% 95.39%

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 - 29.29%
3 Year - 25.94%
5 Year - 25.68%

Risk Management

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Standard Deviation - 13.45%
Sharp - 1.28%
Beta - 0.92%
Alpha - 2.85%

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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
Fund Manage 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 13.67 5.38
Large Cap 46.72 35.19
Mid Cap 30.36 35.54
Small Cap 9.3 23.88

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others -1.28 1.5
Financial 31.13 15.47
Insurance 0.98 -
Chemicals 1.67 2.09
Energy 5.92 -
Metals & Mining 3.5 1.86
Automobile 4.06 2.04
Healthcare 8.31 8.96
Materials 3.55 -
Technology 6.37 2.34
Construction 4.63 9.44
Services 9.47 21.51
Consumer Staples 5.98 -
Capital Goods 11.06 21.39
Communication 2.26 3.31
Consumer Discretionary 2.1 7.77
Textiles 0.34 -
Diversified - 2.31

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