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Compare Kotak Large & Midcap 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 | 1.58 | 1.69 |
NAV | ₹351.38 | ₹34.81 |
Fund Started | 27 Jul 2004 | 27 Sep 2019 |
Fund Size | ₹29515.91 Cr | ₹14870.27 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
1.58
1.69
NAV
₹351.38
₹34.81
Fund Started
27 Jul 2004
27 Sep 2019
Fund Size
₹29515.91 Cr
₹14870.27 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 | 8.01% | 11.24% |
3 Year | 18.83% | 27.14% |
5 Year | 20.96% | 26.25% |
1 Year
8.01%
11.24%
3 Year
18.83%
27.14%
5 Year
20.96%
26.25%
Holding Analysis
Equity | 97.72% | 99.33% |
Cash | 2.28% | 0.67% |
Equity
97.72%
99.33%
Cash
2.28%
0.67%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.52% |
Bharat Electronics Ltd. | 4.04% |
State Bank of India | 3.97% |
Eternal Ltd. | 3.77% |
ICICI Bank Ltd. | 3.19% |
Infosys Ltd. | 2.91% |
Axis Bank Ltd. | 2.59% |
Bharti Airtel Ltd. | 2.54% |
Larsen & Toubro Ltd. | 2.53% |
Bajaj Finance Ltd. | 2.38% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.47% |
Bajaj Finance Ltd. | 4.45% |
Bharat Electronics Ltd. | 4.04% |
CG Power and Industrial Solutions Ltd. | 3.95% |
PTC Industries Ltd. | 3.88% |
Waaree Energies Ltd. | 3.78% |
Multi Commodity Exchange Of India Ltd. | 3.66% |
TVS Motor Company Ltd. | 3.54% |
Muthoot Finance Ltd. | 3.45% |
One97 Communications Ltd. | 3.39% |
Fund Manager
Name | Arjun Khanna | Ajay Khandelwal |
Start Date | 06 Nov 2025 | 25 Jul 2025 |
Name
Arjun Khanna
Ajay Khandelwal
Start Date
06 Nov 2025
25 Jul 2025
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