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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Kotak Equity Opportunities Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
Kotak Large & Midcap Fund - Growth
Chart Comparison
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) | ₹1777 Cr | ₹28084 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 |
Trailing Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Month | 0.95% | 0.2% |
| 6 Month | 14.15% | 12.99% |
| 1 Year | 4.93% | 0.89% |
| 3 Year | - | 19.14% |
| 5 Year | - | 22.35% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 5.15% | 3.93% |
| 1 Year | 9.04% | 5.54% |
| 3 Year | - | 16.49% |
| 5 Year | - | 17.69% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Year | 9.97% | 16.03% |
| 3 Year | - | 15.68% |
| 5 Year | - | 15.12% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.90% |
| Sharp | - | 0.98% |
| Beta | - | 0.91% |
| Alpha | - | 4.17% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 14.75 | 5.13 |
| Large Cap | 44.33 | 51.8 |
| Mid Cap | 35.24 | 37.95 |
| Small Cap | 5.68 | 5.12 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 7.72 | 1.82 |
| Communication Services | 5.15 | 3.05 |
| Energy | 4.14 | 5.73 |
| Industrials | 12.29 | 17.14 |
| Technology | 7.46 | 8.23 |
| Basic Materials | 4.98 | 11.78 |
| Financial Services | 32.08 | 24.02 |
| Healthcare | 9.32 | 7.71 |
| Real Estate | 3.62 | 0.93 |
| Consumer Cyclical | 8.56 | 12.87 |
| Consumer Defensive | 3.89 | 1.62 |
| Utilities | 0.8 | 5.11 |
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