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) | ₹27046 Cr | ₹10840 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 | 3.99% | 2.9% |
6 Month | 3.49% | -2% |
1 Year | 3.24% | 15.27% |
3 Year | 24.4% | 33.79% |
5 Year | 24.57% | 29.9% |
SIP Return Analysis
Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | 11.11% | 16.33% |
1 Year | 12.07% | 19.8% |
3 Year | 20.83% | 30.51% |
5 Year | 20.43% | 27.3% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 16.44% | 28.46% |
3 Year | 15.54% | 25.72% |
5 Year | 15.02% | 26.25% |
Risk Management
Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 14.06% | 19.22% |
Sharp | 0.98% | 1.18% |
Beta | 0.93% | 1.08% |
Alpha | 3.82% | 10.94% |
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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 | 4.51 | 4.04 |
Large Cap | 54.26 | 35.63 |
Mid Cap | 35.22 | 39.29 |
Small Cap | 6.01 | 21.04 |
Sector Allocation
Scheme Name |
Kotak Large & Midcap Fund - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 3.44 | 2.08 |
Communication Services | 2.5 | 6.04 |
Energy | 5.77 | - |
Financial Services | 20.63 | 14.33 |
Technology | 10.67 | 10.92 |
Consumer Cyclical | 13.42 | 26.27 |
Industrials | 16.41 | 29.6 |
Consumer Defensive | 1.89 | - |
Healthcare | 8.56 | 1.96 |
Basic Materials | 10.21 | 3.12 |
Real Estate | 0.86 | 5.68 |
Utilities | 5.64 | - |
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