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Kotak Equity Opportunities Fund vs Motilal Oswal Large and Midcap Fund compare
Kotak Large & Midcap Fund - Growth
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹28381 Cr | ₹13778 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 09 Sep 2004 | 17 Oct 2019 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 14.92% | 70% |
| Expense Ratio | 1.61 | 1.73 |
| Manager | Harsha Upadhyaya | Rakesh Shetty |
| ISIN Code | INF174K01187 | INF247L01965 |
| Exits Load | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | 2.79% | 2.16% |
| 6 Month | 11.13% | 19.21% |
| 1 Year | 5.99% | 8.07% |
| 3 Year | 18.91% | 27.54% |
| 5 Year | 22.49% | 28.09% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 1.2% | 2.02% |
| 1 Year | 10.44% | 16.96% |
| 3 Year | 15.3% | 24.25% |
| 5 Year | 16.65% | 23.49% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 15.75% | 26.13% |
| 3 Year | 15.77% | 26.08% |
| 5 Year | 15.2% | 27.91% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.77% | 18.32% |
| Sharp | 0.91% | 1.08% |
| Beta | 0.90% | 1.14% |
| Alpha | 0.96% | 6.11% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Rakesh Shetty |
| Total AUM | ₹139411 Cr | ₹33886 Cr |
| Funds Managed | 11 | 19 |
| Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 7.33 | 10.93 |
| Large Cap | 52.07 | 27.98 |
| Mid Cap | 34.89 | 39.3 |
| Small Cap | 5.71 | 21.79 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 3.78 | 1.03 |
| Communication Services | 2.93 | - |
| Energy | 5.84 | - |
| Financial Services | 24.06 | 19.51 |
| Technology | 7.11 | 14.28 |
| Consumer Cyclical | 13.66 | 22.91 |
| Basic Materials | 12.15 | 2.45 |
| Industrials | 16.73 | 30.82 |
| Consumer Defensive | 1.59 | - |
| Healthcare | 7.04 | 2.88 |
| Real Estate | 0.89 | 2.71 |
| Utilities | 4.21 | 3.41 |
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