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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) | ₹10427 Cr | ₹2779 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 | 4.33% | 4.54% |
| 6 Month | 7.71% | 7.95% |
| 1 Year | 6.68% | 13.5% |
| 3 Year | 15.93% | - |
| 5 Year | 18.9% | - |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 3.12% | 2.9% |
| 1 Year | 14.37% | 15.38% |
| 3 Year | 15.19% | - |
| 5 Year | 14.76% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 15.22% | 19.43% |
| 3 Year | 14.04% | - |
| 5 Year | 13.89% | - |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 11.84% | - |
| Sharp | 0.73% | - |
| Beta | 0.95% | - |
| Alpha | 0.70% | - |
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 | 7.54 | 15.18 |
| Large Cap | 79.46 | 77.89 |
| Mid Cap | 7.67 | - |
| Small Cap | 5.33 | 6.93 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Others | 3.37 | 3.96 |
| Communication Services | 3.69 | 6.38 |
| Energy | 7.86 | 7.92 |
| Technology | 9.47 | 10.82 |
| Consumer Cyclical | 13.93 | 12 |
| Industrials | 8.79 | 7.66 |
| Consumer Defensive | 7.44 | 4.22 |
| Basic Materials | 8.12 | 5.62 |
| Financial Services | 28.87 | 33.9 |
| Healthcare | 4.43 | 1.26 |
| Real Estate | 0.86 | 2.98 |
| Utilities | 3.17 | 3.28 |
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