Motilal Oswal Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
Motilal Oswal Large Cap Fund - Regular (G)
Chart Comparison
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 | 7.06% | 5.37% |
6 Month | -10.93% | -4.49% |
1 Year | 7.95% | 25.1% |
3 Year | 13.6% | - |
5 Year | 23.55% | - |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | Motilal Oswal Large Cap Fund - Regular (G) |
---|---|---|
6 Month | -2.82% | -0.56% |
1 Year | -5.39% | 8.21% |
3 Year | 13.77% | - |
5 Year | 15.3% | - |
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% | - |
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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 |
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