- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1840 Cr | ₹28381 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 | 1.84% | 0.26% |
| 6 Month | 12.37% | 10.96% |
| 1 Year | 8.03% | 4.33% |
| 3 Year | - | 18.71% |
| 5 Year | - | 21.13% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 3.25% | 2.18% |
| 1 Year | 16.76% | 13.72% |
| 3 Year | - | 16.05% |
| 5 Year | - | 17.01% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Year | 8.56% | 15.73% |
| 3 Year | - | 15.89% |
| 5 Year | - | 15.3% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.77% |
| Sharp | - | 0.91% |
| Beta | - | 0.90% |
| Alpha | - | 0.96% |
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 | 17.92 | 7.33 |
| Large Cap | 43.01 | 52.07 |
| Mid Cap | 33.7 | 34.89 |
| Small Cap | 5.37 | 5.71 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 8.43 | 3.78 |
| Communication Services | 5.28 | 2.93 |
| Energy | 4.19 | 5.84 |
| Industrials | 9.48 | 16.73 |
| Technology | 9.5 | 7.11 |
| Basic Materials | 5.13 | 12.15 |
| Financial Services | 31.39 | 24.06 |
| Healthcare | 8.48 | 7.04 |
| Real Estate | 4.55 | 0.89 |
| Consumer Cyclical | 10.05 | 13.66 |
| Consumer Defensive | 3.04 | 1.59 |
| Utilities | 0.47 | 4.21 |
Top Comparisons
ICICI Prudential Commodities Fund - Growth Option
3Y Returns18.88%
Quant Quantamental Fund Regular - Growth
3Y Returns20.48%
DSP Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns15.99%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns16.82%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns13.91%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns15.68%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns25.37%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns38.83%
