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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 | 1.72 |
NAV | ₹335.26 | ₹32.95 |
Fund Started | 27 Jul 2004 | 27 Sep 2019 |
Fund Size | ₹28084.13 Cr | ₹12427.89 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
1.72
NAV
₹335.26
₹32.95
Fund Started
27 Jul 2004
27 Sep 2019
Fund Size
₹28084.13 Cr
₹12427.89 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 | 0.83% | 6.97% |
3 Year | 18.33% | 26.76% |
5 Year | 22.13% | 28.11% |
1 Year
0.83%
6.97%
3 Year
18.33%
26.76%
5 Year
22.13%
28.11%
Holding Analysis
Equity | 98.74% | 99.16% |
Cash | 1.26% | 0.81% |
Equity
98.74%
99.16%
Cash
1.26%
0.81%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.37% |
Bharat Electronics Ltd. | 4.17% |
ICICI Bank Ltd. | 3.58% |
Infosys Ltd. | 3.28% |
Eternal Ltd. | 3.25% |
State Bank of India | 3.19% |
Coromandel International Ltd. | 2.88% |
Axis Bank Ltd. | 2.63% |
Bharti Airtel Ltd. | 2.59% |
Larsen & Toubro Ltd. | 2.40% |
Name | Assets |
|---|---|
Eternal Ltd. | 7.07% |
Bharat Electronics Ltd. | 4.52% |
CG Power and Industrial Solutions Ltd. | 3.84% |
Waaree Energies Ltd. | 3.73% |
Apar Industries Ltd. | 3.66% |
Cholamandalam Investment and Finance Company Ltd. | 3.61% |
Siemens Energy India Ltd. | 3.57% |
Amber Enterprises India Ltd. | 3.57% |
Multi Commodity Exchange Of India Ltd. | 3.55% |
Prestige Estates Projects Ltd. | 3.46% |
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
