Compare Kotak Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Kotak Large & Mid Cap Fund
Motilal Oswal Large and Midcap Fund
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.66
1.81
NAV
₹403.53
₹41.71
Fund Started
27 Jul 2004
27 Sep 2019
Fund Size
₹32050.32 Cr
₹18444.81 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
2.76%
13.29%
3 Year
11.90%
21.43%
5 Year
12.17%
17.63%
Equity
99.31%
99.40%
Cash
0.69%
0.61%
Top 10 Holdings
HDFC Bank Ltd. | 4.55% |
State Bank of India | 4.01% |
Eternal Ltd. | 3.40% |
Bharat Electronics Ltd. | 3.39% |
ICICI Bank Ltd. | 3.14% |
Bajaj Finance Ltd. | 2.40% |
Axis Bank Ltd. | 2.38% |
Bharti Airtel Ltd. | 2.34% |
Bharat Forge Ltd. | 2.33% |
BSE Ltd. | 2.28% |
Eternal Ltd. | 5.41% |
One97 Communications Ltd. | 5.26% |
Shriram Finance Ltd | 4.72% |
Muthoot Finance Ltd. | 4.57% |
Gujarat Fluorochemicals Ltd. | 4.39% |
Multi Commodity Exchange Of India Ltd. | 4.18% |
PTC Industries Ltd. | 4.10% |
Premier Energies Ltd. | 3.96% |
Apar Industries Ltd. | 3.86% |
Suzlon Energy Ltd. | 3.65% |
Name
-
-
Start Date
-
-
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
