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Compare Kotak Equity Opportunities Fund vs Motilal Oswal Large and Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.6 | 1.73 |
NAV | ₹322.77 | ₹30.69 |
Fund Started | 27 Jul 2004 | 27 Sep 2019 |
Fund Size | ₹25712.24 Cr | ₹9176.39 Cr |
Exit Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.6
1.73
NAV
₹322.77
₹30.69
Fund Started
27 Jul 2004
27 Sep 2019
Fund Size
₹25712.24 Cr
₹9176.39 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 7.11% | 16.98% |
3 Year | 21.69% | 29.34% |
5 Year | 25.40% | 29.87% |
1 Year
7.11%
16.98%
3 Year
21.69%
29.34%
5 Year
25.40%
29.87%
Holding Analysis
Equity | 98.20% | 98.48% |
Cash | 1.80% | 0.12% |
Equity
98.20%
98.48%
Cash
1.80%
0.12%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.74% |
ICICI Bank Ltd. | 3.88% |
Bharat Electronics Ltd. | 3.42% |
Infosys Ltd. | 3.38% |
State Bank of India | 3.37% |
Eternal Ltd. | 3.15% |
Axis Bank Ltd. | 2.86% |
Coromandel International Ltd. | 2.82% |
Larsen & Toubro Ltd. | 2.40% |
Sun Pharmaceutical Industries Ltd. | 2.28% |
Name | Assets |
|---|---|
Eternal Ltd. | 5.67% |
Trent Ltd. | 5.06% |
Bharat Dynamics Ltd. | 4.26% |
Bharat Electronics Ltd. | 3.90% |
Bharti Airtel Ltd. | 3.87% |
Waaree Energies Ltd. | 3.85% |
Cholamandalam Investment and Finance Company Ltd. | 3.81% |
Suzlon Energy Ltd. | 3.69% |
CG Power and Industrial Solutions Ltd. | 3.61% |
Bajaj Finance Ltd. | 3.56% |
Fund Manager
Name | Arjun Khanna | Ajay Khandelwal |
Start Date | 06 Feb 2023 | 16 Dec 2021 |
Name
Arjun Khanna
Ajay Khandelwal
Start Date
06 Feb 2023
16 Dec 2021
About Fund
Description | The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 27 Jul 2004 | 27 Sep 2019 |
Description
The scheme aims to invest in a mix of large and mid cap stocks across sectors based on performance and potential of companies within the sectors.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
27 Jul 2004
27 Sep 2019