Motilal Oswal Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
Motilal Oswal Large Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Kotak Large Cap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Fund | Kotak Large Cap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹10516 Cr | ₹2534 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 29 Dec 1998 | 06 Feb 2024 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 14.49% | % |
Expense Ratio | 1.74 | 2.1 |
Manager | Harsha Upadhyaya | Ajay Khandelwal |
ISIN Code | INF174K01153 | INF247L01CB9 |
Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Motilal Oswal Large Cap 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 Cap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
1 Month | -3.1% | -2.12% |
6 Month | 5.58% | 6.5% |
1 Year | -1.41% | 10.84% |
3 Year | 15.09% | - |
5 Year | 19.05% | - |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
6 Month | 4.12% | 5.64% |
1 Year | 5.99% | 14.63% |
3 Year | 15.13% | - |
5 Year | 15.18% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
1 Year | 15.4% | 22.09% |
3 Year | 13.97% | - |
5 Year | 13.86% | - |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 12.59% | - |
Sharp | 1.00% | - |
Beta | 0.94% | - |
Alpha | 0.50% | - |
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Fund Managers
Scheme Name | Kotak Large Cap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Name | Harsha Upadhyaya | Ajay Khandelwal |
Total AUM | ₹139411 Cr | ₹0 Cr |
Funds Managed | 11 | 4 |
Kotak Large Cap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
Market Cap
Scheme Name |
Kotak Large Cap Fund - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Others | 7.91 | 11.35 |
Large Cap | 79.22 | 78.39 |
Mid Cap | 8.19 | 0 |
Small Cap | 4.68 | 10.26 |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
Others | 4.36 | 5.74 |
Communication Services | 3.87 | 5.65 |
Energy | 8 | 9.27 |
Technology | 11.06 | 13.67 |
Consumer Cyclical | 12.09 | 11.41 |
Healthcare | 3.67 | 1.45 |
Industrials | 8.87 | 6.05 |
Consumer Defensive | 6.63 | 3.91 |
Basic Materials | 8.29 | 2.52 |
Financial Services | 28.9 | 34.78 |
Real Estate | 0.97 | 2.15 |
Utilities | 3.28 | 3.39 |
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