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

Link copied to clipboard!

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

Invest Now

tortoise-icon Motilal Oswal Large and Midcap 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 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 11.93% 29.12%
3 Year 11.93% 74.72%
5 Year 11.93% 106.51%

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%

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 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

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

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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

Top Comparisons

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns32.02%

VS

DSP Small Cap Fund - Regular - Growth DSP Small Cap Fund - Regular - Growth

3Y Returns26.72%

Compare Now

Aditya Birla Sun Life India Gennext Fund-Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option

3Y Returns18.52%

VS

Tata India Consumer Fund-Regular Plan-Growth Tata India Consumer Fund-Regular Plan-Growth

3Y Returns22.45%

Compare Now

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns5.63%

VS

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

3Y Returns5.42%

Compare Now

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns26.17%

VS

Axis Growth Opportunities Fund - Regular Plan - Growth Axis Growth Opportunities Fund - Regular Plan - Growth

3Y Returns17.95%

Compare Now
Request call back
Add to Cart Successfully