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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | -0.11% | -4.02% |
| 6 Month | 4.87% | 0.89% |
| 1 Year | 1.18% | -4.75% |
| 3 Year | 18.23% | 23.96% |
| 5 Year | 19.16% | 23.49% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 2.14% | -2.26% |
| 1 Year | 16.01% | 10.81% |
| 3 Year | 15.81% | 19.96% |
| 5 Year | 16.84% | 21.11% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 15.6% | 24.46% |
| 3 Year | 15.94% | 26.13% |
| 5 Year | 15.33% | 27.9% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 11.87% | 18.47% |
| Sharp | 0.97% | 0.97% |
| Beta | 0.9% | 1.14% |
| Alpha | 1.32% | 4.81% |
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 | 7.45 | 15.53 |
| Large Cap | 52.77 | 27.56 |
| Mid Cap | 34.7 | 36.5 |
| Small Cap | 5.08 | 20.41 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 3.27 | 1.41 |
| Communication Services | 3.08 | - |
| Energy | 5.98 | - |
| Financial Services | 25.21 | 25.73 |
| Technology | 7.04 | 12.29 |
| Consumer Cyclical | 13.03 | 21.26 |
| Basic Materials | 11.59 | 2.44 |
| Industrials | 17.32 | 28.69 |
| Consumer Defensive | 1.58 | - |
| Healthcare | 7 | 2.49 |
| Real Estate | 0.96 | 2.83 |
| Utilities | 3.94 | 2.85 |
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