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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 | 1.57 | 1.68 |
NAV | ₹338.74 | ₹33.93 |
Fund Started | 27 Jul 2004 | 27 Sep 2019 |
Fund Size | ₹27654.67 Cr | ₹12628.20 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
1.57
1.68
NAV
₹338.74
₹33.93
Fund Started
27 Jul 2004
27 Sep 2019
Fund Size
₹27654.67 Cr
₹12628.20 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 | -3.95% | -0.06% |
3 Year | 19.11% | 27.73% |
5 Year | 22.01% | 28.48% |
1 Year
-3.95%
-0.06%
3 Year
19.11%
27.73%
5 Year
22.01%
28.48%
Holding Analysis
Equity | 98.64% | 99.07% |
Cash | 1.36% | 0.93% |
Equity
98.64%
99.07%
Cash
1.36%
0.93%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.19% |
Eternal Ltd. | 3.97% |
Bharat Electronics Ltd. | 3.74% |
ICICI Bank Ltd. | 3.54% |
State Bank of India | 3.19% |
Infosys Ltd. | 3.08% |
Coromandel International Ltd. | 2.71% |
Bharti Airtel Ltd. | 2.49% |
Larsen & Toubro Ltd. | 2.41% |
Axis Bank Ltd. | 2.34% |
Name | Assets |
|---|---|
Eternal Ltd. | 7.24% |
Bharat Electronics Ltd. | 4.29% |
Waaree Energies Ltd. | 4.23% |
CG Power and Industrial Solutions Ltd. | 3.97% |
Siemens Energy India Ltd. | 3.71% |
Amber Enterprises India Ltd. | 3.54% |
Multi Commodity Exchange Of India Ltd. | 3.45% |
One97 Communications Ltd. | 3.43% |
Cholamandalam Investment and Finance Company Ltd. | 3.29% |
Samvardhana Motherson International Ltd. | 3.23% |
Fund Manager
Name | Arjun Khanna | Ajay Khandelwal |
Start Date | 25 Oct 2023 | 16 Dec 2021 |
Name
Arjun Khanna
Ajay Khandelwal
Start Date
25 Oct 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
