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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Sundaram Large and Midcap Fund Regular Plan compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1494 Cr | ₹6470 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 22 Dec 2023 | 27 Feb 2007 |
| 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 | 1.85 |
| Manager | Ramesh Mantri | Ashish Aggarwal |
| ISIN Code | INF03VN01837 | INF903J01DT1 |
| 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 | Sundaram Large and Mid Cap Fund - 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 | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.26% | 7.12% |
| 6 Month | -6.84% | -8.17% |
| 1 Year | 10.24% | 8.51% |
| 3 Year | - | 13.21% |
| 5 Year | - | 23.18% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.96% | -0.78% |
| 1 Year | -3.48% | -5.4% |
| 3 Year | - | 15.01% |
| 5 Year | - | 16.66% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.68% | 11.53% |
| 3 Year | - | 14.16% |
| 5 Year | - | 12.49% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.877% |
| Sharp | - | 0.357% |
| Beta | - | 0.998% |
| Alpha | - | -1.131% |
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Fund Managers
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Ramesh Mantri | Ashish Aggarwal |
| Total AUM | ₹0 Cr | ₹9635 Cr |
| Funds Managed | 10 | 7 |
| WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 11.79 | 3.47 |
| Large Cap | 48.53 | 52.13 |
| Mid Cap | 32.35 | 35.95 |
| Small Cap | 7.32 | 8.46 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 9.81 | 3.47 |
| Energy | 3.82 | 6.53 |
| Industrials | 10.68 | 12.24 |
| Technology | 9.11 | 7.5 |
| Consumer Cyclical | 12.5 | 16.44 |
| Basic Materials | 4.91 | 4.8 |
| Financial Services | 31.23 | 23.3 |
| Healthcare | 7.69 | 9.93 |
| Real Estate | 2.38 | 2.54 |
| Utilities | 1.5 | 2.39 |
| Consumer Defensive | 2 | 5.14 |
| Communication Services | 4.37 | 5.74 |
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