Compare Kotak Large & Midcap Fund vs Motilal Oswal Large and Midcap Fund
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.59
1.88
NAV
₹402.55
₹39.47
Fund Started
27 Jul 2004
27 Sep 2019
Fund Size
₹30251.05 Cr
₹17420.43 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
3.51%
7.13%
3 Year
15.79%
23.72%
5 Year
14.56%
19.83%
Equity
98.89%
98.67%
Cash
1.11%
1.33%
Top 10 Holdings
HDFC Bank Ltd. | 4.82% |
State Bank of India | 4.00% |
Bharat Electronics Ltd. | 3.82% |
Eternal Ltd. | 2.99% |
ICICI Bank Ltd. | 2.92% |
BSE Ltd. | 2.75% |
Axis Bank Ltd. | 2.65% |
Larsen & Toubro Ltd. | 2.50% |
Bharti Airtel Ltd. | 2.31% |
Bharat Forge Ltd. | 2.21% |
Muthoot Finance Ltd. | 5.37% |
CG Power and Industrial Solutions Ltd. | 5.27% |
Eternal Ltd. | 5.05% |
Multi Commodity Exchange Of India Ltd. | 5.03% |
Shriram Finance Ltd | 4.29% |
Suzlon Energy Ltd. | 4.21% |
Premier Energies Ltd. | 4.15% |
Onesource Specialty Pharma Ltd. | 4.05% |
PTC Industries Ltd. | 3.99% |
Waaree Energies Ltd. | 3.86% |
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
