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) ₹1172 Cr ₹25288 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Dec 2023 05 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 2.07 1.59
Manager Ramesh Mantri Harsha Upadhyaya
ISIN Code INF03VN01837 INF174K01187
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Kotak Equity Opportunities Fund - Growth
1 Month 2.62% 0.51%
6 Month 20.93% 22.36%
1 Year - 42.97%
3 Year - 22.32%
5 Year - 24.45%

SIP Return Analysis

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Kotak Equity Opportunities Fund - Growth
6 Month - -
1 Year 8.81% 21.44%
3 Year 8.81% 48.52%
5 Year 8.81% 89.46%

Rolling Lumpsum Returns

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Kotak Equity Opportunities Fund - Growth
1 Year - 16.75%
3 Year - 15.28%
5 Year - 14.76%

Risk Management

Scheme Name WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH Kotak Equity Opportunities Fund - Growth
Standard Deviation - 11.87%
Sharp - 1.28%
Beta - 0.85%
Alpha - 2.07%

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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
Fund Manage 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 13.67 1.8
Large Cap 46.72 56.41
Mid Cap 30.36 36.67
Small Cap 9.3 5.41

Sector Allocation

Scheme Name

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

Kotak Equity Opportunities Fund - Growth

Others -1.28 1.8
Financial 31.13 -
Insurance 0.98 -
Chemicals 1.67 -
Energy 5.92 -
Metals & Mining 3.5 -
Automobile 4.06 -
Healthcare 8.31 -
Materials 3.55 -
Technology 6.37 -
Construction 4.63 3.44
Services 9.47 -
Consumer Staples 5.98 -
Capital Goods 11.06 -
Communication 2.26 -
Consumer Discretionary 2.1 -
Textiles 0.34 -
Telecom - Services - 1.54
Petroleum Products - 5.47
Finance - 2.28
IT - Software - 8.08
Banks - 16.27
Diversified FMCG - 1.02
Pharmaceuticals & Biotechnology - 7.92
Non - Ferrous Metals - 0.64
Healthcare Services - 0.54
Ferrous Metals - 2.81
Chemicals & Petrochemicals - 4.93
Realty - 1.16
Electrical Equipment - 3.13
Gas - 5.09
Automobiles - 2.89
Fertilizers & Agrochemicals - 1.92
Agricultural, Commercial & Construction Vehicles - 1.9
Industrial Products - 1.63
Consumer Durables - 3.31
Aerospace & Defense - 3.53
Auto Components - 6.54
Cement & Cement Products - 3.37
Capital Markets - 1.08
Entertainment - 0.76
Industrial Manufacturing - 0.69
Power - 1.48
Retailing - 4.04
Beverages - 1.03

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