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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) | ₹2045 Cr | ₹29961 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 | -1.9% | -1.25% |
| 6 Month | 1.95% | 1.52% |
| 1 Year | 5.71% | 5.06% |
| 3 Year | - | 18.92% |
| 5 Year | - | 18.66% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 2.53% | 2.24% |
| 1 Year | 15.63% | 13.99% |
| 3 Year | - | 15.28% |
| 5 Year | - | 16.77% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Year | 8.56% | 15.57% |
| 3 Year | - | 15.95% |
| 5 Year | - | 15.36% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 11.87% |
| Sharp | - | 0.97% |
| Beta | - | 0.9% |
| Alpha | - | 1.32% |
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 | 13.77 | 6.45 |
| Large Cap | 43.59 | 52.57 |
| Mid Cap | 36.93 | 36.01 |
| Small Cap | 5.71 | 4.98 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 4.72 | 2.24 |
| Communication Services | 5.15 | 3.09 |
| Energy | 4.05 | 5.79 |
| Technology | 9.38 | 7.09 |
| Basic Materials | 6.21 | 11.51 |
| Industrials | 9.77 | 17.06 |
| Financial Services | 32.92 | 26.97 |
| Healthcare | 9.6 | 7.5 |
| Real Estate | 4.51 | 0.88 |
| Consumer Cyclical | 10.64 | 12.91 |
| Consumer Defensive | 2.62 | 1.56 |
| Utilities | 0.42 | 3.4 |
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