WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs UTI Large & Mid Cap Fund compare

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

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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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 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) ₹1172 Cr ₹3441 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 22 Dec 2023 01 Aug 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 2.07 2.01
Manager Ramesh Mantri V Srivatsa
ISIN Code INF03VN01837 INF789F01869
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1% if redeemed less than 1 year/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 2.62% -5.17%
6 Month 20.93% 15.14%
1 Year - 47.19%
3 Year - 20.63%
5 Year - 24.12%

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 8.81% 20.28%
3 Year 8.81% 48.68%
5 Year 8.81% 94.84%

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 - 9.07%
3 Year - 8.85%
5 Year - 10.57%

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 - 1.18%
Beta - 0.93%
Alpha - 3.01%

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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
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 13.67 1.84
Large Cap 46.72 44.52
Mid Cap 30.36 36.43
Small Cap 9.3 11.62

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

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

Others -1.28 0.11
Financial 31.13 -
Insurance 0.98 4.7
Chemicals 1.67 -
Energy 5.92 -
Metals & Mining 3.5 -
Automobile 4.06 -
Healthcare 8.31 -
Materials 3.55 -
Technology 6.37 -
Construction 4.63 2.05
Services 9.47 -
Consumer Staples 5.98 -
Capital Goods 11.06 -
Communication 2.26 -
Consumer Discretionary 2.1 -
Textiles 0.34 -
Automobiles - 3.96
Telecom - Services - 4.43
Petroleum Products - 2.77
IT - Software - 9.17
Cement & Cement Products - 1.97
Pharmaceuticals & Biotechnology - 7.43
Transport Services - 2.93
Non - Ferrous Metals - 0.85
Banks - 22.13
Healthcare Services - 1.17
Gas - 2.61
Diversified FMCG - 3.51
Fertilizers & Agrochemicals - 1.65
Diversified Metals - 1.27
Realty - 1.61
Ferrous Metals - 1.14
Oil - 1.32
Capital Markets - 1.54
Consumer Durables - 1.24
Textiles & Apparels - 2.29
Other Consumer Services - 0.52
Auto Components - 1.66
Chemicals & Petrochemicals - 0.8
Personal Products - 1.58
Finance - 3.75
Power - 1.21
Paper, Forest & Jute Products - 0.91
Leisure Services - 2.13

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