WOC Banking & Financial Services Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

WOC Banking & Financial Services Growth Direct Plan

NAV
₹10.1220
+0.27%
(17 May)
AUM
165 Cr
TER
0.61%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+96.1%
+92.4%
+80.4%
+66.8%
NA
3Y
+41.2%
+43.4%
+40.5%
+40.9%
NA
5Y
+27.1%
NA
+23.8%
+29.9%
NA
ALL
+13.1%
+34.2%
+13.8%
+18.4%
+1.2%
VOL
19.9%
21.8%
21.4%
18.1%
12.5%
TER
0.9%
0.5%
1.3%
1.0%
0.6%
AUM
₹2,352 Cr
₹4,115 Cr
₹1,894 Cr
₹5,005 Cr
₹165 Cr
INFO
0.66
1.57
0.64
1.02
0.10
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
WOC Banking & Financial Services (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
HDFC Bank Ltd
21.6%
ICICI Bank Ltd
18.7%
Bajaj Finserv Ltd
5.8%
State Bank of India
4.6%
Kotak Mahindra Bank Ltd
3.9%
Cholamandalam Financial Holdings Ltd
3.7%
Axis Bank Ltd
2.9%
ICICI Securities Ltd
2.7%
Shriram Finance Ltd
2.6%
Medi Assist Healthcare Services Ltd
2.2%
Top industry exposure
Financial Services
89.5%
Technology
3.4%
Healthcare
2.2%
Industrials
1.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
The primary objective of the Scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of banks & companies engaged in Financial Services Sector. However, there can be no assurance that the investment objective of the Scheme will be realized.
Fund manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Naitik Shah

FAQs