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

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

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	2.62%	6.2%
6 Month	20.93%	30.44%
1 Year	-	48.34%
3 Year	-	23.48%
5 Year	-	25.74%

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%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	11.93%	26.93%
3 Year	11.93%	69.55%
5 Year	11.93%	104.13%

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	-	1.22%
Beta	-	0.93%
Alpha	-	2.82%

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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

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

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