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 | 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Kotak Emerging Equity Scheme - Growth
3Y Returns18.26%
Aditya Birla Sun Life MidCap Fund-Growth
3Y Returns15.58%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns15.17%
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
3Y Returns0%
LIC MF Small Cap Fund Regular - Growth
3Y Returns16.44%
DSP Small Cap Fund - Regular - Growth
3Y Returns15.67%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.01%
HSBC Money Market Fund - Regular Growth
3Y Returns6.52%