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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) | ₹1781 Cr | ₹27655 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 | 3.12% | 3.39% |
| 6 Month | 18.69% | 17.53% |
| 1 Year | 2.83% | -0.67% |
| 3 Year | - | 18.87% |
| 5 Year | - | 22.08% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 5.01% | 4.14% |
| 1 Year | 14.57% | 11.62% |
| 3 Year | - | 17.22% |
| 5 Year | - | 17.89% |
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 | - | 13.00% |
| Sharp | - | 0.81% |
| Beta | - | 0.92% |
| Alpha | - | 3.84% |
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 | 15.15 | 4.65 |
| Large Cap | 44.15 | 52.88 |
| Mid Cap | 35.09 | 36.9 |
| Small Cap | 5.61 | 5.57 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 7.94 | 1.37 |
| Communication Services | 5.21 | 3.04 |
| Energy | 3.89 | 5.51 |
| Industrials | 11.36 | 17.45 |
| Technology | 7.52 | 8.34 |
| Basic Materials | 5.08 | 12.4 |
| Financial Services | 30.49 | 23.55 |
| Healthcare | 9.01 | 7.29 |
| Real Estate | 3.72 | 0.93 |
| Consumer Cyclical | 11.44 | 14.02 |
| Consumer Defensive | 3.63 | 1.67 |
| Utilities | 0.71 | 4.43 |
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