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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) | ₹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 | 5.37% | 4.76% |
| 6 Month | 11.71% | 10.72% |
| 1 Year | 9.21% | 6.12% |
| 3 Year | - | 19.57% |
| 5 Year | - | 22.47% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 6 Month | 3.83% | 3.45% |
| 1 Year | 17.52% | 15.58% |
| 3 Year | - | 17.59% |
| 5 Year | - | 18.12% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| 1 Year | 8.56% | 15.75% |
| 3 Year | - | 15.77% |
| 5 Year | - | 15.2% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.82% |
| Sharp | - | 0.93% |
| Beta | - | 0.93% |
| Alpha | - | 3.72% |
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 | 16.96 | 7.33 |
| Large Cap | 42.38 | 52.07 |
| Mid Cap | 35.23 | 34.89 |
| Small Cap | 5.43 | 5.71 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Kotak Large & Midcap Fund - Growth |
|---|---|---|
| Others | 9.77 | 3.78 |
| Communication Services | 4.95 | 2.93 |
| Energy | 4.02 | 5.84 |
| Industrials | 10.38 | 16.73 |
| Technology | 7.55 | 7.11 |
| Basic Materials | 4.98 | 12.15 |
| Financial Services | 30.86 | 24.06 |
| Healthcare | 8.43 | 7.04 |
| Real Estate | 4.47 | 0.89 |
| Consumer Cyclical | 11.22 | 13.66 |
| Consumer Defensive | 2.64 | 1.59 |
| Utilities | 0.71 | 4.21 |
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