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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) | ₹27655 Cr | ₹12628 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 | 3.39% | 6.75% |
| 6 Month | 17.53% | 28.88% |
| 1 Year | -0.67% | 4.07% |
| 3 Year | 18.87% | 27.97% |
| 5 Year | 22.08% | 28.77% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 4.14% | 7.58% |
| 1 Year | 11.62% | 18.22% |
| 3 Year | 17.22% | 26.52% |
| 5 Year | 17.89% | 24.83% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 16.03% | 26.99% |
| 3 Year | 15.68% | 25.97% |
| 5 Year | 15.12% | 27.36% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.00% | 18.35% |
| Sharp | 0.81% | 1.00% |
| Beta | 0.92% | 1.09% |
| Alpha | 3.84% | 10.37% |
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 | 4.65 | 10.83 |
| Large Cap | 52.88 | 28.29 |
| Mid Cap | 36.9 | 38.91 |
| Small Cap | 5.57 | 21.97 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 1.37 | 0.93 |
| Communication Services | 3.04 | - |
| Energy | 5.51 | - |
| Financial Services | 23.55 | 18.33 |
| Technology | 8.34 | 12.75 |
| Consumer Cyclical | 14.02 | 21.73 |
| Basic Materials | 12.4 | 2.19 |
| Industrials | 17.45 | 34.2 |
| Consumer Defensive | 1.67 | - |
| Healthcare | 7.29 | 2.99 |
| Real Estate | 0.93 | 3.16 |
| Utilities | 4.43 | 3.71 |
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