Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Motilal Oswal Large Cap Fund vs Kotak Bluechip Fund compare

Link copied to clipboard!

tortoise-icon Kotak Bluechip Fund - Growth

Invest Now

tortoise-icon Motilal Oswal Large Cap Fund - Regular (G)

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Bluechip Fund - Growth Motilal Oswal Large Cap Fund - Regular (G)
Fund Kotak Bluechip Fund - Growth Motilal Oswal Large Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9268 Cr ₹1684 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 Bluechip Fund - Growth Motilal Oswal Large Cap Fund - Regular (G)
1 Month 3.04% 3.69%
6 Month -4.05% 2.51%
1 Year 11.25% 26.21%
3 Year 13.9% -
5 Year 23.21% -

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth Motilal Oswal Large Cap Fund - Regular (G)
6 Month 1.07% 2.57%
1 Year -1.73% 10.38%
3 Year 14.45% -
5 Year 15.35% -

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Motilal Oswal Large Cap Fund - Regular (G)
1 Year 15.88% 29.25%
3 Year 13.9% -
5 Year 13.72% -

Risk Management

Scheme Name Kotak Bluechip Fund - Growth Motilal Oswal Large Cap Fund - Regular (G)
Standard Deviation 12.859% -
Sharp 0.434% -
Beta 0.925% -
Alpha 0.048% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Bluechip 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 Bluechip Fund - Growth Motilal Oswal Large Cap Fund - Regular (G)

Market Cap

Scheme Name

Kotak Bluechip Fund - Growth

Motilal Oswal Large Cap Fund - Regular (G)

Others 6.31 5.06
Large Cap 81.03 85.42
Mid Cap 8.33 2.69
Small Cap 4.32 6.83

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

Motilal Oswal Large Cap Fund - Regular (G)

Others 5.16 4.57
Communication Services 3.4 3.46
Energy 6.32 7.95
Technology 13.08 11.11
Consumer Cyclical 14.34 8.25
Healthcare 3.86 5.28
Industrials 7.9 6.07
Consumer Defensive 8.37 5.54
Basic Materials 6.99 4.3
Financial Services 25.53 36.62
Real Estate 1.08 2.82
Utilities 3.98 4.04

Top Comparisons

ITI Liquid Fund Regular - Growth ITI Liquid Fund Regular - Growth

3Y Returns6.46%

VS

Invesco India Liquid Fund - Bonus Option Invesco India Liquid Fund - Bonus Option

3Y Returns6.41%

Compare Now

WhiteOak Capital Flexi Cap Fund Regular Plan Growth WhiteOak Capital Flexi Cap Fund Regular Plan Growth

3Y Returns0%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns12.06%

Compare Now

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns19.87%

VS

Mirae Asset Banking and Financial Services Fund Regular Growth Mirae Asset Banking and Financial Services Fund Regular Growth

3Y Returns18.18%

Compare Now

ICICI Prudential Bharat Consumption Fund - Growth Option ICICI Prudential Bharat Consumption Fund - Growth Option

3Y Returns17.36%

VS

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

3Y Returns17.84%

Compare Now
Add to Cart Successfully