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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 | 1.59 | 1.77 |
NAV | ₹322.49 | ₹31.91 |
Fund Started | 27 Jul 2004 | 27 Sep 2019 |
Fund Size | ₹25034.05 Cr | ₹6840.21 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
1.77
NAV
₹322.49
₹31.91
Fund Started
27 Jul 2004
27 Sep 2019
Fund Size
₹25034.05 Cr
₹6840.21 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 | 30.32% | 45.34% |
3 Year | 18.03% | 23.35% |
5 Year | 20.92% | 24.80% |
1 Year
30.32%
45.34%
3 Year
18.03%
23.35%
5 Year
20.92%
24.80%
Holding Analysis
Equity | 97.81% | 98.73% |
Cash | 2.19% | -0.11% |
Equity
97.81%
98.73%
Cash
2.19%
-0.11%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.55% |
Infosys Ltd. | 4.00% |
State Bank of India | 3.60% |
ICICI Bank Ltd. | 3.56% |
Zomato Ltd. | 3.36% |
Bharat Electronics Ltd. | 3.19% |
Axis Bank Ltd. | 2.87% |
Larsen & Toubro Ltd. | 2.68% |
Linde India Ltd. | 2.49% |
Sun Pharmaceutical Industries Ltd. | 2.36% |
Name | Assets |
|---|---|
Trent Ltd. | 6.25% |
Zomato Ltd. | 5.82% |
Kalyan Jewellers India Ltd. | 5.78% |
Samvardhana Motherson International Ltd. | 4.64% |
Suzlon Energy Ltd. | 4.12% |
Bharti Airtel Ltd. | 3.97% |
Prestige Estates Projects Ltd. | 3.95% |
Mankind Pharma Ltd. | 3.93% |
Inox Wind Ltd. | 3.89% |
Gujarat Fluorochemicals Ltd. | 3.84% |
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
