WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs SBI Large & MIDCap Fund compare

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

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tortoise-icon SBI Large & 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 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) ₹1172 Cr ₹25613 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 22 Dec 2023 28 Feb 1993
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 2.07 1.62
Manager Ramesh Mantri Pradeep Kesavan
ISIN Code INF03VN01837 INF200K01305
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 0.10% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH SBI Large & MIDCap Fund- Regular Plan -Growth
1 Month 2.62% 6.17%
6 Month 20.93% 24.4%
1 Year - 34.72%
3 Year - 21.06%
5 Year - 24.19%

SIP Return Analysis

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month - -
1 Year 8.81% 15.66%
3 Year 8.81% 38.91%
5 Year 8.81% 82.14%

Rolling Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year 11.93% 24.32%
3 Year 11.93% 62.63%
5 Year 11.93% 88.93%

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 - 1.11%
Beta - 0.87%
Alpha - 1.31%

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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
Fund Manage 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 13.67 4.58
Large Cap 46.72 43.12
Mid Cap 30.36 37.95
Small Cap 9.3 14.36

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

SBI Large & MIDCap Fund- Regular Plan -Growth

Others -1.28 2.46
Financial 31.13 20.76
Insurance 0.98 1.27
Chemicals 1.67 1.14
Energy 5.92 5.68
Metals & Mining 3.5 7.38
Automobile 4.06 9.22
Healthcare 8.31 10.26
Materials 3.55 7.45
Technology 6.37 8.51
Construction 4.63 1.36
Services 9.47 6.84
Consumer Staples 5.98 5.38
Capital Goods 11.06 3.07
Communication 2.26 2.48
Consumer Discretionary 2.1 5.2
Textiles 0.34 1.55

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