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 Equity Opportunities Fund - Growth
Chart Comparison
Overview
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Equity Opportunities Fund - Growth |
---|---|---|
Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Equity Opportunities Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1487 Cr | ₹25034 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 | 2.05 | 1.59 |
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 Equity Opportunities Fund - Growth |
---|---|---|
1 Month | -5.96% | -5.89% |
6 Month | -6.2% | -9.76% |
1 Year | 10.52% | 9.16% |
3 Year | - | 15.8% |
5 Year | - | 17.68% |
SIP Return Analysis
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Equity Opportunities Fund - Growth |
---|---|---|
6 Month | - | - |
1 Year | 2.69% | -3.23% |
3 Year | - | 18.25% |
5 Year | - | 19.97% |
Rolling Lumpsum Returns
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Equity Opportunities Fund - Growth |
---|---|---|
1 Year | 18.88% | 16.98% |
3 Year | - | 15.39% |
5 Year | - | 14.87% |
Risk Management
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Equity Opportunities Fund - Growth |
---|---|---|
Standard Deviation | - | 11.87% |
Sharp | - | 1.28% |
Beta | - | 0.85% |
Alpha | - | 2.07% |
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Fund Managers
Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Equity Opportunities Fund - Growth |
---|---|---|
Name | Ramesh Mantri | Harsha Upadhyaya |
Total AUM | ₹0 Cr | ₹139411 Cr |
Fund Manage | 10 | 11 |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Equity Opportunities Fund - Growth |
Market Cap
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Kotak Equity Opportunities Fund - Growth |
---|---|---|
Others | 4.17 | 2.23 |
Small Cap | 10.78 | 5.48 |
Large Cap | 48.14 | 55.98 |
Mid Cap | 36.91 | 36.35 |
Sector Allocation
Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Kotak Equity Opportunities Fund - Growth |
---|---|---|
Others | 4.17 | 2.23 |
Realty | 2.51 | 1.26 |
Petroleum Products | 2.7 | 5 |
Industrial Products | 2.79 | 1.54 |
IT - Software | 6.73 | 9.1 |
Cement & Cement Products | 1.63 | 3.32 |
Construction | 1.46 | 3.49 |
Finance | 7.13 | 2.42 |
Healthcare Services | 1.4 | 0.57 |
Pharmaceuticals & Biotechnology | 5.67 | 8.04 |
Non - Ferrous Metals | 0.36 | 0.6 |
Banks | 15.57 | 17.09 |
Leisure Services | 1.44 | - |
Aerospace & Defense | 1.48 | 3.66 |
Electrical Equipment | 5.52 | 3.11 |
Auto Components | 2.53 | 6.2 |
Ferrous Metals | 1.11 | 1.91 |
Automobiles | 1.83 | 2.6 |
Personal Products | 1.38 | - |
Transport Services | 1.22 | - |
Power | 0.78 | 1.54 |
Telecom - Services | 3.5 | 1.58 |
Fertilizers & Agrochemicals | 0.46 | 2 |
Insurance | 3.19 | - |
Beverages | 0.61 | 0.98 |
Healthcare Equipment & Supplies | 0.84 | - |
Diversified | 0.25 | - |
Food Products | 2.2 | - |
Oil | 0.92 | - |
Consumer Durables | 2.39 | 2.96 |
Capital Markets | 6.9 | 1.54 |
Chemicals & Petrochemicals | 0.64 | 4.78 |
Gas | 0.52 | 4.63 |
Financial Technology (Fintech) | 0.99 | - |
Minerals & Mining | 0.27 | - |
Retailing | 5.31 | 3.8 |
Household Products | 0.46 | - |
IT - Services | 0.71 | - |
Textiles & Apparels | 0.12 | - |
Commercial Services & Supplies | 0.31 | - |
Diversified FMCG | - | 0.91 |
Agricultural, Commercial & Construction Vehicles | - | 1.78 |
Entertainment | - | 0.72 |
Industrial Manufacturing | - | 0.68 |
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