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 | Very High |
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 | 2.83% | 3.15% |
6 Month | -4.71% | -5.78% |
1 Year | 12.13% | 14.37% |
3 Year | - | 20.43% |
5 Year | - | 29.72% |
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 | -0.96% | -0.62% |
1 Year | -3.48% | -3.64% |
3 Year | - | 20.75% |
5 Year | - | 21.85% |
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 | 14.68% | 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 | - | 0.81% |
Beta | - | 0.92% |
Alpha | - | 3.15% |
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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 |
Funds Managed | 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 | 11.79 | 5.62 |
Large Cap | 48.53 | 44.64 |
Mid Cap | 32.35 | 37.19 |
Small Cap | 7.32 | 12.55 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 9.81 | 3.44 |
Energy | 3.82 | 2.44 |
Industrials | 10.68 | 6.02 |
Technology | 9.11 | 8.04 |
Consumer Cyclical | 12.5 | 11.34 |
Basic Materials | 4.91 | 11.45 |
Financial Services | 31.23 | 33.25 |
Healthcare | 7.69 | 6.82 |
Real Estate | 2.38 | 2.42 |
Utilities | 1.5 | 2.07 |
Consumer Defensive | 2 | 6.43 |
Communication Services | 4.37 | 6.29 |
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