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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) | ₹10235 Cr | ₹2701 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 | 1.81% | 1.8% |
| 6 Month | 13.95% | 14.86% |
| 1 Year | -0.78% | 8.28% |
| 3 Year | 14.39% | - |
| 5 Year | 18.44% | - |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 3.32% | 3.78% |
| 1 Year | 10.77% | 15.06% |
| 3 Year | 14.62% | - |
| 5 Year | 14.42% | - |
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 | 12.13% | - |
| Sharp | 0.60% | - |
| Beta | 0.95% | - |
| Alpha | 0.66% | - |
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 | 8.12 | 15 |
| Large Cap | 79.33 | 79.01 |
| Mid Cap | 8.03 | - |
| Small Cap | 4.52 | 5.99 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Others | 4.16 | 2.29 |
| Communication Services | 3.79 | 6.57 |
| Energy | 7.94 | 8.54 |
| Technology | 9.89 | 10.63 |
| Consumer Cyclical | 12.58 | 12.61 |
| Industrials | 8.81 | 8.05 |
| Consumer Defensive | 7.35 | 4.6 |
| Basic Materials | 8.06 | 5.57 |
| Financial Services | 28.85 | 33.76 |
| Healthcare | 4.63 | 1.3 |
| Real Estate | 0.9 | 3.07 |
| Utilities | 3.04 | 3.02 |
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