Kotak Equity Opportunities Fund vs Motilal Oswal Large and Midcap Fund compare

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Kotak Equity Opportunities Fund - Growth

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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Chart Comparison

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

Overview

Scheme Name	Kotak Equity Opportunities Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Fund	Kotak Equity Opportunities Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹24534 Cr	₹8447 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	09 Sep 2004	17 Oct 2019
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	14.92%	70%
Expense Ratio	1.61	1.73
Manager	Harsha Upadhyaya	Rakesh Shetty
ISIN Code	INF174K01187	INF247L01965
Exits Load	Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Equity Opportunities Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Month	7.39%	10.84%
6 Month	-12.11%	-14.46%
1 Year	8.57%	13.83%
3 Year	16.59%	22.83%
5 Year	26.67%	29.9%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month	-5.15%	-9.92%
1 Year	-10.38%	-9.86%
3 Year	16.52%	23.23%
5 Year	18.71%	23.63%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year	16.98%	31.85%
3 Year	15.39%	25.93%
5 Year	14.87%	25.61%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Standard Deviation	14.018%	16.577%
Sharp	0.647%	0.899%
Beta	0.929%	0.963%
Alpha	3.063%	7.354%

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Scheme Name	Kotak Equity Opportunities Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Name	Harsha Upadhyaya	Rakesh Shetty
Total AUM	₹139411 Cr	₹33886 Cr
Funds Managed	11	19
	Kotak Equity Opportunities Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Scheme Name	Kotak Equity Opportunities Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Others	4.51	4.04
Large Cap	54.26	35.63
Mid Cap	35.22	39.29
Small Cap	6.01	21.04

Scheme Name	Kotak Equity Opportunities Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Others	3.44	2.08
Communication Services	2.5	6.04
Energy	5.77	-
Financial Services	20.63	14.33
Technology	10.67	10.92
Consumer Cyclical	13.42	26.27
Industrials	16.41	29.6
Consumer Defensive	1.89	-
Healthcare	8.56	1.96
Basic Materials	10.21	3.12
Real Estate	0.86	5.68
Utilities	5.64	-