Kotak Equity Opportunities Fund vs Motilal Oswal Large and Midcap Fund compare

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Kotak Large & Midcap Fund - Growth

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹29961 Cr	₹15146 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

Scheme Name	Kotak Large & Midcap Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Month	1.26%	-0.68%
6 Month	3.17%	-1.85%
1 Year	7.88%	-2.42%
3 Year	19.93%	25.08%
5 Year	18.41%	22.04%

Scheme Name	Kotak Large & Midcap Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month	3.61%	-1.55%
1 Year	17.62%	10.68%
3 Year	15.97%	19.23%
5 Year	17.02%	20.77%

Scheme Name	Kotak Large & Midcap Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year	15.48%	23.72%
3 Year	15.98%	26.07%
5 Year	15.38%	27.6%

Scheme Name	Kotak Large & Midcap Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Standard Deviation	11.87%	13.45%
Sharp	0.97%	1.02%
Beta	0.9%	1.14%
Alpha	1.32%	4.76%

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

Scheme Name	Kotak Large & Midcap Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Others	2.23	1.41
Large Cap	52.98	34.77
Mid Cap	39.85	37.14
Small Cap	5.36	26.68

Scheme Name	Kotak Large & Midcap Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Others	2.23	1.41
Telecom - Services	2.64	-
Petroleum Products	5.16	-
Finance	4.68	13.14
IT - Software	6.63	-
Retailing	4.39	8.25
Cement & Cement Products	4.94	-
Construction	3.15	-
Diversified FMCG	0.74	-
Pharmaceuticals & Biotechnology	6.21	2.49
Banks	19.23	2.13
Healthcare Services	1.29	-
Chemicals & Petrochemicals	3.88	2.44
Realty	0.88	2.83
Electrical Equipment	1.67	22.83
Capital Markets	3.06	8.26
Gas	1.95	-
Automobiles	3.32	7.29
Fertilizers & Agrochemicals	2.58	-
Agricultural, Commercial & Construction Vehicles	2.59	-
Consumer Durables	2.1	3.82
Aerospace & Defense	4.31	10.72
Industrial Products	1.35	4.05
Auto Components	4.65	2.75
Entertainment	0.45	-
Transport Services	1.18	-
Industrial Manufacturing	0.44	1.98
Ferrous Metals	1.81	-
Power	2.09	-
Beverages	0.82	-
Financial Technology (Fintech)	-	5.61