Compare Kotak Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Kotak Large & Mid Cap Fund
EquityLarge & MidCap
Motilal Oswal Large and Midcap Fund
EquityLarge & MidCap
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.67
1.81
NAV
₹374.50
₹37.24
Fund Started
27 Jul 2004
27 Sep 2019
Fund Size
₹30581.49 Cr
₹19832.31 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.
1 Year
-8.27%
-3.67%
3 Year
10.37%
17.95%
5 Year
10.44%
15.21%
Equity
98.45%
96.71%
Cash
1.55%
3.29%
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.52% |
State Bank of India | 3.92% |
Eternal Ltd. | 3.77% |
Bharat Electronics Ltd. | 3.56% |
ICICI Bank Ltd. | 3.03% |
Axis Bank Ltd. | 2.41% |
Larsen & Toubro Ltd. | 2.27% |
Bharti Airtel Ltd. | 2.18% |
Bharat Forge Ltd. | 2.14% |
Ashok Leyland Ltd. | 2.12% |
Name | Assets |
|---|---|
One 97 Communications Ltd. | 6.11% |
Eternal Ltd. | 4.95% |
PTC Industries Ltd. | 4.73% |
Multi Commodity Exchange Of India Ltd. | 4.60% |
Sterlite Technologies Ltd. | 4.32% |
Shriram Finance Ltd | 4.13% |
Muthoot Finance Ltd. | 4.04% |
Apar Industries Ltd. | 4.02% |
Gujarat Fluorochemicals Ltd. | 3.99% |
GE Vernova T&D India Ltd | 3.15% |
Name
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Start Date
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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
