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Motilal Oswal Large Cap Fund vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon Motilal Oswal Large Cap Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 1.15% 1.62%
6 Month -1.16% 1.96%
1 Year 5.18% 18.85%
3 Year 18.91% -
5 Year 21.68% -

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth Motilal Oswal Large Cap Fund - Regular (G)
6 Month 6.89% 6.91%
1 Year 6.49% 14.52%
3 Year 15.64% -
5 Year 15.55% -

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Motilal Oswal Large Cap Fund - Regular (G)
1 Year 15.64% 23.71%
3 Year 13.9% -
5 Year 13.8% -

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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