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

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon 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) ₹25288 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 1.59 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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Month -6.63% -6.14%
6 Month 3.02% 16.33%
1 Year 30.43% 46.21%
3 Year 17.81% 23.4%
5 Year 20.66% 24.92%

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month - -
1 Year 22.99% 38.09%
3 Year 26.04% 35.92%
5 Year 24.66% -

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year 16.73% 29.62%
3 Year 15.24% 25.95%
5 Year 14.7% 25.77%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

Kotak Equity Opportunities Fund - Growth

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 1.8 5.38
Large Cap 56.41 35.19
Mid Cap 36.67 35.54
Small Cap 5.41 23.88

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 1.8 1.5
Telecom - Services 1.54 -
Petroleum Products 5.47 -
Finance 2.28 -
IT - Software 8.08 -
Construction 3.44 9.44
Banks 16.27 -
Diversified FMCG 1.02 -
Pharmaceuticals & Biotechnology 7.92 -
Non - Ferrous Metals 0.64 -
Healthcare Services 0.54 -
Ferrous Metals 2.81 -
Chemicals & Petrochemicals 4.93 -
Realty 1.16 -
Electrical Equipment 3.13 -
Gas 5.09 -
Automobiles 2.89 -
Fertilizers & Agrochemicals 1.92 -
Agricultural, Commercial & Construction Vehicles 1.9 -
Industrial Products 1.63 -
Consumer Durables 3.31 -
Aerospace & Defense 3.53 -
Auto Components 6.54 -
Cement & Cement Products 3.37 -
Capital Markets 1.08 -
Entertainment 0.76 -
Industrial Manufacturing 0.69 -
Power 1.48 -
Retailing 4.04 -
Beverages 1.03 -
Capital Goods - 21.39
Healthcare - 8.96
Financial - 15.47
Chemicals - 2.09
Services - 21.51
Metals & Mining - 1.86
Consumer Discretionary - 7.77
Diversified - 2.31
Communication - 3.31
Technology - 2.34
Automobile - 2.04

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