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

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Sundaram Large and Midcap Fund Regular Plan - Growth

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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)	₹1487 Cr	₹6871 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	2.05	1.79
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

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	3.73%	3.06%
6 Month	6.13%	3.75%
1 Year	-	21.53%
3 Year	-	15.56%
5 Year	-	18.23%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	-	-
1 Year	-	24.55%
3 Year	-	24.44%
5 Year	-	23.01%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	-	11.17%
3 Year	-	14.16%
5 Year	-	12.32%

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%

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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

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	4.17	5.24
Small Cap	10.78	9.27
Large Cap	48.14	48.56
Mid Cap	36.91	36.97

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	4.17	5.24
Realty	2.51	2.38
Petroleum Products	2.7	5.01
Industrial Products	2.79	3.29
IT - Software	6.73	6.69
Cement & Cement Products	1.63	1.64
Construction	1.46	2.19
Finance	7.13	2.61
Healthcare Services	1.4	3.19
Pharmaceuticals & Biotechnology	5.67	6.44
Non - Ferrous Metals	0.36	1.35
Banks	15.57	17.11
Leisure Services	1.44	2.31
Aerospace & Defense	1.48	0.87
Electrical Equipment	5.52	3.51
Auto Components	2.53	7.41
Ferrous Metals	1.11	-
Automobiles	1.83	1.67
Personal Products	1.38	-
Transport Services	1.22	0.73
Power	0.78	2.69
Telecom - Services	3.5	3.28
Fertilizers & Agrochemicals	0.46	1.14
Insurance	3.19	0.94
Beverages	0.61	2.67
Healthcare Equipment & Supplies	0.84	-
Diversified	0.25	-
Food Products	2.2	-
Oil	0.92	-
Consumer Durables	2.39	4.37
Capital Markets	6.9	1.42
Chemicals & Petrochemicals	0.64	-
Gas	0.52	-
Financial Technology (Fintech)	0.99	0.12
Minerals & Mining	0.27	-
Retailing	5.31	3.96
Household Products	0.46	0.93
IT - Services	0.71	0.85
Textiles & Apparels	0.12	-
Commercial Services & Supplies	0.31	-
Diversified FMCG	-	1.87
Agricultural Food & other Products	-	0.84
Consumable Fuels	-	0.54
Transport Infrastructure	-	0.78