WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs SBI Large & MIDCap Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1494 Cr | ₹28677 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 22 Dec 2023 | 25 May 2005 |
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 | % | 25% |
Expense Ratio | 2.04 | 1.61 |
Manager | Ramesh Mantri | Pradeep Kesavan |
ISIN Code | INF03VN01837 | INF200K01305 |
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 | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Month | 6.82% | 5.95% |
6 Month | -9.84% | -9.22% |
1 Year | 9.97% | 11.2% |
3 Year | - | 16.6% |
5 Year | - | 28.05% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
6 Month | -4.92% | -2.81% |
1 Year | -6.04% | -3.96% |
3 Year | - | 15.87% |
5 Year | - | 19.22% |
Rolling Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
1 Year | 14.68% | 14.74% |
3 Year | - | 14.69% |
5 Year | - | 14.88% |
Risk Management
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Standard Deviation | - | 11.75% |
Sharp | - | 0.69% |
Beta | - | 0.85% |
Alpha | - | 1.2% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Name | Ramesh Mantri | Pradeep Kesavan |
Total AUM | ₹0 Cr | ₹434274 Cr |
Funds Managed | 10 | 43 |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | SBI Large & MIDCap Fund- Regular Plan -Growth |
Market Cap
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 11.79 | 6.69 |
Large Cap | 48.53 | 39.72 |
Mid Cap | 32.35 | 35.36 |
Small Cap | 7.32 | 18.23 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
SBI Large & MIDCap Fund- Regular Plan -Growth |
---|---|---|
Others | 9.81 | 5.57 |
Energy | 3.82 | 3.35 |
Industrials | 10.68 | 10.81 |
Technology | 9.11 | 8.74 |
Consumer Cyclical | 12.5 | 12.56 |
Basic Materials | 4.91 | 11.76 |
Financial Services | 31.23 | 24.7 |
Healthcare | 7.69 | 9.85 |
Real Estate | 2.38 | - |
Utilities | 1.5 | 2.4 |
Consumer Defensive | 2 | 7 |
Communication Services | 4.37 | 3.27 |
Top Comparisons
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns6.43%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns7.08%
Franklin India Flexi Cap Fund - Growth
3Y Returns17.71%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns12.38%
Kotak Medium Term Fund - Growth
3Y Returns6.44%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns4.63%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.18%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.18%