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WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Kotak Equity Opportunities Fund compare

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tortoise-icon WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1494 Cr ₹24534 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 Equity Opportunities Fund - Growth
1 Month 6.82% 7.39%
6 Month -9.84% -12.11%
1 Year 9.97% 8.57%
3 Year - 16.59%
5 Year - 26.67%

SIP Return Analysis

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Kotak Equity Opportunities Fund - Growth
6 Month -4.92% -5.15%
1 Year -6.04% -10.38%
3 Year - 16.52%
5 Year - 18.71%

Rolling Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Kotak Equity Opportunities Fund - Growth
1 Year 14.68% 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 - 14.018%
Sharp - 0.647%
Beta - 0.929%
Alpha - 3.063%

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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
Funds Managed 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 11.79 4.51
Large Cap 48.53 54.26
Mid Cap 32.35 35.22
Small Cap 7.32 6.01

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

Kotak Equity Opportunities Fund - Growth

Others 9.81 3.44
Energy 3.82 5.77
Industrials 10.68 16.41
Technology 9.11 10.67
Consumer Cyclical 12.5 13.42
Basic Materials 4.91 10.21
Financial Services 31.23 20.63
Healthcare 7.69 8.56
Real Estate 2.38 0.86
Utilities 1.5 5.64
Consumer Defensive 2 1.89
Communication Services 4.37 2.5

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