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

Kotak Equity Opportunities Fund - Growth

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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)	₹24051 Cr	₹4934 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	05 Sep 2004	01 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	1.6	1.84
Manager	Harsha Upadhyaya	Rakesh Shetty
ISIN Code	INF174K01187	INF247L01965
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365	Exit load of 1%, if redeemed within 15 days./365

Scheme Name	Kotak Equity Opportunities Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Month	0.51%	6.9%
6 Month	22.36%	28.28%
1 Year	42.97%	57%
3 Year	22.32%	26.25%
5 Year	24.45%	-

Scheme Name	Kotak Equity Opportunities Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month	-	-
1 Year	21.44%	21.41%
3 Year	48.52%	54.76%
5 Year	89.46%	95.39%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year	24.77%	29.12%
3 Year	65.21%	74.72%
5 Year	96.96%	106.51%

Scheme Name	Kotak Equity Opportunities Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Standard Deviation	11.87%	13.45%
Sharp	1.28%	1.28%
Beta	0.85%	0.92%
Alpha	2.07%	2.85%

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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
Fund Manage	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
Large Cap	54.46	35.19
Mid Cap	38.78	35.54
Small Cap	5.62	23.88
Others	1.07	5.38

Scheme Name	Kotak Equity Opportunities Fund - Growth	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Banks	17.07	-
Aerospace & Defense	4.2	-
Auto Components	8.63	-
Petroleum Products	5.8	-
Chemicals & Petrochemicals	5.28	-
Retailing	3.13	-
Construction	3.51	9.44
Automobiles	3.26	-
Ferrous Metals	3.24	-
Gas	4.82	-
Industrial Products	2.99	-
Electrical Equipment	3.59	-
Pharmaceuticals & Biotechnology	7.02	-
Consumer Durables	3.44	-
IT - Software	3.83	-
Fertilizers & Agrochemicals	1.73	-
Agricultural, Commercial & Construction Vehicles	2.21	-
Cement & Cement Products	3.53	-
Telecom - Services	1.42	-
Power	1.31	-
Realty	1.17	-
Finance	2.07	-
Beverages	0.9	-
Industrial Manufacturing	0.87	-
Diversified FMCG	0.82	-
Entertainment	0.75	-
Insurance	0.74	-
Others	1	1.5
Non - Ferrous Metals	0.63	-
Transport Services	0.52	-
Healthcare Services	0.45	-
Services	-	21.51
Consumer Discretionary	-	7.77
Financial	-	15.47
Capital Goods	-	21.39
Healthcare	-	8.96
Communication	-	3.31
Technology	-	2.34
Diversified	-	2.31
Chemicals	-	2.09
Automobile	-	2.04
Metals & Mining	-	1.86