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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 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) | ₹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 | 2.83% | 2.89% |
| 6 Month | -4.71% | -6.78% |
| 1 Year | 12.13% | 8.64% |
| 3 Year | - | 16.95% |
| 5 Year | - | 25.92% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Kotak Equity Opportunities Fund - Growth |
|---|---|---|
| 6 Month | -0.96% | -0.78% |
| 1 Year | -3.48% | -7.01% |
| 3 Year | - | 16.83% |
| 5 Year | - | 18.6% |
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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