- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
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 | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.59 | 1.74 |
NAV | ₹333.23 | ₹34.89 |
Fund Started | 27 Jul 2004 | 27 Sep 2019 |
Fund Size | ₹25648.50 Cr | ₹7710.01 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 1 year. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.59
1.74
NAV
₹333.23
₹34.89
Fund Started
27 Jul 2004
27 Sep 2019
Fund Size
₹25648.50 Cr
₹7710.01 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 1 year.
Returns
1 Year | 26.02% | 47.90% |
3 Year | 20.44% | 28.33% |
5 Year | 21.24% | 26.88% |
1 Year
26.02%
47.90%
3 Year
20.44%
28.33%
5 Year
21.24%
26.88%
Holding Analysis
Equity | 96.93% | 97.07% |
Cash | 3.07% | 1.47% |
Equity
96.93%
97.07%
Cash
3.07%
1.47%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.60% |
Infosys Ltd. | 4.20% |
Zomato Ltd. | 3.80% |
State Bank of India | 3.60% |
ICICI Bank Ltd. | 3.50% |
Bharat Electronics Ltd. | 3.36% |
Axis Bank Ltd. | 2.75% |
Larsen & Toubro Ltd. | 2.69% |
Mphasis Ltd. | 2.49% |
Sun Pharmaceutical Industries Ltd. | 2.22% |
Name | Assets |
|---|---|
Zomato Ltd. | 8.12% |
Trent Ltd. | 6.47% |
Kalyan Jewellers India Ltd. | 5.38% |
Bharti Airtel Ltd. | 4.92% |
Samvardhana Motherson International Ltd. | 3.69% |
Prestige Estates Projects Ltd. | 3.60% |
Coforge Ltd. | 3.55% |
Apar Industries Ltd. | 3.46% |
Suzlon Energy Ltd. | 3.43% |
Premier Energies Ltd. | 3.35% |
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
