Motilal Oswal Large Cap Fund vs Kotak Bluechip Fund compare

Motilal Oswal Large Cap Fund vs Kotak Bluechip Fund compare

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Kotak Large Cap Fund - Growth

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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 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)	₹11081 Cr	₹3034 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	0.13%	-0.39%
6 Month	4.61%	3.99%
1 Year	4.74%	7.23%
3 Year	14.81%	-
5 Year	15.84%	-

SIP Return Analysis

Scheme Name	Kotak Large Cap Fund - Growth	Motilal Oswal Large Cap Fund - Regular (G)
6 Month	2.9%	1.67%
1 Year	15.47%	13.63%
3 Year	14.2%	-
5 Year	13.95%	-

Rolling Lumpsum Returns

Scheme Name	Kotak Large Cap Fund - Growth	Motilal Oswal Large Cap Fund - Regular (G)
1 Year	14.85%	19.43%
3 Year	14.14%	-
5 Year	13.94%	-

Risk Management

Scheme Name	Kotak Large Cap Fund - Growth	Motilal Oswal Large Cap Fund - Regular (G)
Standard Deviation	11.55%	-
Sharp	0.76%	-
Beta	0.93%	-
Alpha	1.53%	-

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	8.46	14.74
Large Cap	78.67	76.98
Mid Cap	7.85	-
Small Cap	5.03	8.28

Sector Allocation

Scheme Name	Kotak Large Cap Fund - Growth	Motilal Oswal Large Cap Fund - Regular (G)
Others	3.38	1.27
Communication Services	3.87	6.6
Energy	7.96	8.44
Technology	9.76	11.3
Consumer Cyclical	13.03	12.71
Industrials	9.01	7.43
Consumer Defensive	7.46	3.67
Basic Materials	7.89	3.79
Financial Services	29.31	34.61
Healthcare	4.39	4.47
Real Estate	0.91	2.93
Utilities	3.01	2.8

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