WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Sundaram Large and Midcap Fund Regular Plan compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram 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 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) ₹1172 Cr ₹6862 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Dec 2023 10 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 2.07 1.8
Manager Ramesh Mantri Ashish Aggarwal
ISIN Code INF03VN01837 INF903J01DT1
Exits Load Exit load of 1%, if redeemed within 1 month./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./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 2.62% 1.74%
6 Month 20.93% 20.95%
1 Year - 45.53%
3 Year - 21.07%
5 Year - 24.83%

SIP Return Analysis

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month - -
1 Year 8.81% 16.68%
3 Year 8.81% 36.77%
5 Year 8.81% 71.73%

Rolling Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 11.93% 21.86%
3 Year 11.93% 54.63%
5 Year 11.93% 79.56%

Risk Management

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation - 12.94%
Sharp - 0.93%
Beta - 0.94%
Alpha - -2.61%

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 Sundaram Large and Midcap Fund Regular Plan - Growth
Name Ramesh Mantri Ashish Aggarwal
Total AUM ₹0 Cr ₹9635 Cr
Fund Manage 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 13.67 5.32
Large Cap 46.72 52.7
Mid Cap 30.36 36.68
Small Cap 9.3 5.29

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

Sundaram Large and Midcap Fund Regular Plan - Growth

Others -1.28 2.18
Financial 31.13 22.85
Insurance 0.98 -
Chemicals 1.67 0.95
Energy 5.92 7.42
Metals & Mining 3.5 2.59
Automobile 4.06 8.53
Healthcare 8.31 8.7
Materials 3.55 4.59
Technology 6.37 5.45
Construction 4.63 5.06
Services 9.47 9.45
Consumer Staples 5.98 5.6
Capital Goods 11.06 11.07
Communication 2.26 2.87
Consumer Discretionary 2.1 2.07
Textiles 0.34 0.61

Top Comparisons

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns5.53%

VS

Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns4.98%

Compare Now

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns20.31%

VS

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns20.91%

Compare Now

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns6.06%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.08%

Compare Now

DSP Gilt Fund - Regular Plan - Growth DSP Gilt Fund - Regular Plan - Growth

3Y Returns6.29%

VS

HSBC Gilt Fund - Regular Growth HSBC Gilt Fund - Regular Growth

3Y Returns4.78%

Compare Now
Request call back
Add to Cart Successfully