Compare Kotak Large & Midcap Fund vs Motilal Oswal Large and Midcap Fund
Kotak Large & Midcap Fund
Motilal Oswal Large and Midcap Fund
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.65
1.85
NAV
₹409.70
₹38.55
Fund Started
27 Jul 2004
27 Sep 2019
Fund Size
₹31262.73 Cr
₹18413.16 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
3.44%
3.86%
3 Year
14.12%
20.71%
5 Year
13.90%
17.34%
Equity
98.50%
98.69%
Cash
1.50%
1.31%
Top 10 Holdings
HDFC Bank Ltd. | 4.98% |
State Bank of India | 4.11% |
Bharat Electronics Ltd. | 3.69% |
ICICI Bank Ltd. | 3.08% |
Eternal Ltd. | 3.05% |
Axis Bank Ltd. | 2.67% |
BSE Ltd. | 2.47% |
Larsen & Toubro Ltd. | 2.45% |
Bharat Forge Ltd. | 2.33% |
Bharti Airtel Ltd. | 2.25% |
Eternal Ltd. | 5.05% |
CG Power and Industrial Solutions Ltd. | 5.02% |
Muthoot Finance Ltd. | 4.56% |
Shriram Finance Ltd | 4.46% |
Samvardhana Motherson International Ltd. | 4.27% |
Multi Commodity Exchange Of India Ltd. | 4.27% |
Apar Industries Ltd. | 4.23% |
Suzlon Energy Ltd. | 4.17% |
PTC Industries Ltd. | 3.96% |
One97 Communications Ltd. | 3.79% |
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
