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Motilal Oswal Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
Motilal Oswal Large Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Kotak Bluechip Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Fund | Kotak Bluechip Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9268 Cr | ₹1684 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 Bluechip Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | 3.46% | 3.91% |
| 6 Month | -0.96% | 5.03% |
| 1 Year | 9.15% | 24.62% |
| 3 Year | 14.91% | - |
| 5 Year | 21.46% | - |
SIP Return Analysis
| Scheme Name | Kotak Bluechip Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.14% | 3.29% |
| 1 Year | -1.08% | 11% |
| 3 Year | 14.98% | - |
| 5 Year | 15.62% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bluechip Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 15.88% | 29.25% |
| 3 Year | 13.9% | - |
| 5 Year | 13.72% | - |
Risk Management
| Scheme Name | Kotak Bluechip Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 12.859% | - |
| Sharp | 0.434% | - |
| Beta | 0.925% | - |
| Alpha | 0.048% | - |
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Fund Managers
| Scheme Name | Kotak Bluechip 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 Bluechip Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
Kotak Bluechip Fund - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Others | 6.31 | 5.06 |
| Large Cap | 81.03 | 85.42 |
| Mid Cap | 8.33 | 2.69 |
| Small Cap | 4.32 | 6.83 |
Sector Allocation
| Scheme Name |
Kotak Bluechip Fund - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Others | 5.16 | 4.57 |
| Communication Services | 3.4 | 3.46 |
| Energy | 6.32 | 7.95 |
| Technology | 13.08 | 11.11 |
| Consumer Cyclical | 14.34 | 8.25 |
| Healthcare | 3.86 | 5.28 |
| Industrials | 7.9 | 6.07 |
| Consumer Defensive | 8.37 | 5.54 |
| Basic Materials | 6.99 | 4.3 |
| Financial Services | 25.53 | 36.62 |
| Real Estate | 1.08 | 2.82 |
| Utilities | 3.98 | 4.04 |
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