WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Kotak Equity Opportunities Fund compare

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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

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Kotak Large & Midcap Fund - Growth

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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	Kotak Large & Midcap Fund - Growth
Fund	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Kotak Large & Midcap Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹1674 Cr	₹27046 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	22 Dec 2023	09 Sep 2004
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	%	14.92%
Expense Ratio	2.04	1.61
Manager	Ramesh Mantri	Harsha Upadhyaya
ISIN Code	INF03VN01837	INF174K01187
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	Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Kotak Large & Midcap Fund - Growth
1 Month	3.51%	3.61%
6 Month	2.26%	2.66%
1 Year	7.49%	2.44%
3 Year	-	24.12%
5 Year	-	24.26%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Kotak Large & Midcap Fund - Growth
6 Month	11.17%	11.19%
1 Year	15.78%	13.36%
3 Year	-	20.23%
5 Year	-	20.1%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Kotak Large & Midcap Fund - Growth
1 Year	11.31%	16.44%
3 Year	-	15.54%
5 Year	-	15.02%

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Kotak Large & Midcap Fund - Growth
Standard Deviation	-	13.65%
Sharp	-	1.21%
Beta	-	0.93%
Alpha	-	3.99%

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Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Kotak Large & Midcap Fund - Growth
Name	Ramesh Mantri	Harsha Upadhyaya
Total AUM	₹0 Cr	₹139411 Cr
Funds Managed	10	11
	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Kotak Large & Midcap Fund - Growth

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Kotak Large & Midcap Fund - Growth
Others	15.79	3.73
Large Cap	45.12	55.41
Mid Cap	34.9	35.34
Small Cap	4.19	5.52

Scheme Name	WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH	Kotak Large & Midcap Fund - Growth
Others	10.48	2.58
Communication Services	5.01	3.14
Energy	4.43	5.97
Industrials	12.21	17.25
Technology	7.61	8.77
Basic Materials	4.59	10.61
Financial Services	32.88	23.82
Healthcare	8.06	7.34
Real Estate	2.69	0.95
Consumer Cyclical	8.55	12.32
Consumer Defensive	2.66	1.74
Utilities	0.85	5.5