WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs UTI Large & Mid Cap Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹1494 Cr | ₹4047 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 22 Dec 2023 | 30 Jul 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 | % | 32% |
Expense Ratio | 2.04 | 1.9 |
Manager | Ramesh Mantri | V Srivatsa |
ISIN Code | INF03VN01837 | INF789F01869 |
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 | UTI Large & 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 | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -3.79% | -3.89% |
6 Month | -9.04% | -10.36% |
1 Year | 8.12% | 11.22% |
3 Year | - | 18.93% |
5 Year | - | 21.01% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -6.22% | -4.63% |
3 Year | - | 19.95% |
5 Year | - | 22.4% |
Rolling Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.88% | 9.5% |
3 Year | - | 9.15% |
5 Year | - | 10.86% |
Risk Management
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 12.33% |
Sharp | - | 0.87% |
Beta | - | 0.94% |
Alpha | - | 2.49% |
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 | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Ramesh Mantri | V Srivatsa |
Total AUM | ₹0 Cr | ₹7921 Cr |
Fund Manage | 10 | 3 |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.17 | 5.17 |
Small Cap | 10.78 | 12.2 |
Large Cap | 48.14 | 45.28 |
Mid Cap | 36.91 | 37.38 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.17 | 5.17 |
Realty | 2.51 | 1.63 |
Petroleum Products | 2.7 | 1.73 |
Industrial Products | 2.79 | 0.35 |
IT - Software | 6.73 | 9.63 |
Cement & Cement Products | 1.63 | 2.96 |
Construction | 1.46 | 1.73 |
Finance | 7.13 | 4.84 |
Healthcare Services | 1.4 | 1.43 |
Pharmaceuticals & Biotechnology | 5.67 | 6.78 |
Non - Ferrous Metals | 0.36 | - |
Banks | 15.57 | 20.76 |
Leisure Services | 1.44 | 2.22 |
Aerospace & Defense | 1.48 | - |
Electrical Equipment | 5.52 | - |
Auto Components | 2.53 | 1.74 |
Ferrous Metals | 1.11 | 1.22 |
Automobiles | 1.83 | 2.85 |
Personal Products | 1.38 | 0.68 |
Transport Services | 1.22 | 2.93 |
Power | 0.78 | 1.61 |
Telecom - Services | 3.5 | 5.34 |
Fertilizers & Agrochemicals | 0.46 | 1.4 |
Insurance | 3.19 | 5.66 |
Beverages | 0.61 | - |
Healthcare Equipment & Supplies | 0.84 | - |
Diversified | 0.25 | - |
Food Products | 2.2 | - |
Oil | 0.92 | - |
Consumer Durables | 2.39 | 1.34 |
Capital Markets | 6.9 | 2.48 |
Chemicals & Petrochemicals | 0.64 | 0.74 |
Gas | 0.52 | 1.98 |
Financial Technology (Fintech) | 0.99 | - |
Minerals & Mining | 0.27 | - |
Retailing | 5.31 | - |
Household Products | 0.46 | - |
IT - Services | 0.71 | - |
Textiles & Apparels | 0.12 | 2.2 |
Commercial Services & Supplies | 0.31 | - |
Diversified FMCG | - | 3.74 |
Diversified Metals | - | 2.53 |
Other Consumer Services | - | 0.83 |
Entertainment | - | 0.89 |
Paper, Forest & Jute Products | - | 0.64 |
Top Comparisons
DSP Income Plus Arbitrage Fund of Fund - Reg - Growth
3Y Returns8.53%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns13.71%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns6.83%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns6.82%
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
3Y Returns7.56%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns11.84%
BANDHAN Sterling Value Fund - Regular Plan - Growth
3Y Returns15.93%
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns17.08%