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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 | 1.59 | 1.72 |
NAV | ₹344.64 | ₹34.02 |
Fund Started | 27 Jul 2004 | 27 Sep 2019 |
Fund Size | ₹27046.44 Cr | ₹10840.40 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
1.59
1.72
NAV
₹344.64
₹34.02
Fund Started
27 Jul 2004
27 Sep 2019
Fund Size
₹27046.44 Cr
₹10840.40 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 | 3.24% | 15.27% |
3 Year | 24.40% | 33.79% |
5 Year | 24.57% | 29.90% |
1 Year
3.24%
15.27%
3 Year
24.40%
33.79%
5 Year
24.57%
29.90%
Holding Analysis
Equity | 97.38% | 98.63% |
Cash | 2.62% | 1.38% |
Equity
97.38%
98.63%
Cash
2.62%
1.38%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.47% |
Bharat Electronics Ltd. | 3.98% |
ICICI Bank Ltd. | 3.74% |
Infosys Ltd. | 3.35% |
State Bank of India | 3.30% |
Eternal Ltd. | 3.07% |
Coromandel International Ltd. | 2.75% |
Axis Bank Ltd. | 2.73% |
Larsen & Toubro Ltd. | 2.51% |
Bharti Airtel Ltd. | 2.50% |
Name | Assets |
|---|---|
Eternal Ltd. | 5.16% |
Bharat Dynamics Ltd. | 5.03% |
Trent Ltd. | 4.67% |
Bharat Electronics Ltd. | 4.04% |
Suzlon Energy Ltd. | 3.96% |
Cholamandalam Investment and Finance Company Ltd. | 3.92% |
CG Power and Industrial Solutions Ltd. | 3.82% |
Waaree Energies Ltd. | 3.73% |
Samvardhana Motherson International Ltd. | 3.63% |
Apar Industries Ltd. | 3.56% |
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