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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) | ₹28084 Cr | ₹12428 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 | 0.2% | -0.71% |
| 6 Month | 12.99% | 19.01% |
| 1 Year | 0.89% | 5.64% |
| 3 Year | 19.14% | 26.84% |
| 5 Year | 22.35% | 28.33% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 3.93% | 5.87% |
| 1 Year | 5.54% | 6.81% |
| 3 Year | 16.49% | 24.5% |
| 5 Year | 17.69% | 23.9% |
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 | 12.90% | 18.17% |
| Sharp | 0.98% | 1.14% |
| Beta | 0.91% | 1.07% |
| Alpha | 4.17% | 10.72% |
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 | 5.13 | 10.64 |
| Large Cap | 51.8 | 28.3 |
| Mid Cap | 37.95 | 38.37 |
| Small Cap | 5.12 | 22.7 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 1.82 | 0.84 |
| Communication Services | 3.05 | 0 |
| Energy | 5.73 | - |
| Financial Services | 24.02 | 18.4 |
| Technology | 8.23 | 11.68 |
| Consumer Cyclical | 12.87 | 21.73 |
| Basic Materials | 11.78 | 2.05 |
| Industrials | 17.14 | 35.32 |
| Consumer Defensive | 1.62 | - |
| Healthcare | 7.71 | 2.96 |
| Real Estate | 0.93 | 3.46 |
| Utilities | 5.11 | 3.57 |
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