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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 | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.61 | 1.74 |
NAV | ₹322.32 | ₹30.60 |
Fund Started | 27 Jul 2004 | 27 Sep 2019 |
Fund Size | ₹24912.67 Cr | ₹8712.99 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
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.61
1.74
NAV
₹322.32
₹30.60
Fund Started
27 Jul 2004
27 Sep 2019
Fund Size
₹24912.67 Cr
₹8712.99 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 | 8.73% | 14.28% |
3 Year | 17.92% | 24.85% |
5 Year | 25.46% | 29.63% |
1 Year
8.73%
14.28%
3 Year
17.92%
24.85%
5 Year
25.46%
29.63%
Holding Analysis
Equity | 97.26% | 97.50% |
Cash | 2.74% | 1.59% |
Equity
97.26%
97.50%
Cash
2.74%
1.59%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.24% |
ICICI Bank Ltd. | 3.73% |
Infosys Ltd. | 3.66% |
State Bank of India | 3.41% |
Bharat Electronics Ltd. | 3.39% |
Eternal Ltd. | 2.82% |
Axis Bank Ltd. | 2.74% |
Coromandel International Ltd. | 2.61% |
Larsen & Toubro Ltd. | 2.59% |
Sun Pharmaceutical Industries Ltd. | 2.23% |
Name | Assets |
|---|---|
Trent Ltd. | 5.49% |
Eternal Ltd. | 5.18% |
Bharat Electronics Ltd. | 3.94% |
PTC Industries Ltd. | 3.82% |
Bharti Airtel Ltd. | 3.79% |
CG Power and Industrial Solutions Ltd. | 3.77% |
Amber Enterprises India Ltd. | 3.67% |
Suzlon Energy Ltd. | 3.51% |
Bharat Dynamics Ltd. | 3.45% |
Bajaj Finance Ltd. | 3.27% |
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