Compare Mutual Funds

Insights from Fund Comparison

• Both Kotak Large & Midcap Fund - Direct (G) and Motilal Oswal Large and Midcap Fund - Dir (IDCW) are Large & Mid Cap Fund, Equity schemes. Kotak Large & Midcap Fund - Direct (G) is 13 yrs 3 m old and manages ₹30,712.48 Crs, whereas Motilal Oswal Large and Midcap Fund - Dir (IDCW) is 6 yrs 6 m old with ₹15,017.31 Crs.
• Kotak Large & Midcap Fund - Direct (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Kotak Large & Midcap Fund - Direct (G) has its top 3 sectors in Banks (21.51%), Pharmaceuticals (6.12%), and Automobile (5.40%), while Motilal Oswal Large and Midcap Fund - Dir (IDCW) focuses on Capital Goods - Electrical Equipment (17.42%), Finance (13.78%), and Aerospace & Defence (9.61%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Kotak Large & Midcap Fund - Direct (G) holds HDFC BANK LTD. (5.64%), STATE BANK OF INDIA. (4.89%), Bharat Electronics Ltd. (4.05%), ICICI BANK LTD. (3.14%), and ETERNAL LIMITED (2.81%), whereas Motilal Oswal Large and Midcap Fund - Dir (IDCW) holds Eternal Limited (5.05%), Shriram Finance Limited (5.01%), Multi Commodity Exchange of India Limited (4.99%), CG Power and Industrial Solutions Limited (4.81%), and Apar Industries Limited (4.79%).
• The funds share exposure to ETERNAL LIMITED, which makes their performance partly correlated. However, the unique holdings like HDFC BANK LTD. in Kotak Large & Midcap Fund - Direct (G) and Shriram Finance Limited in Motilal Oswal Large and Midcap Fund - Dir (IDCW) can create divergence depending on how these stocks perform.
• In terms of risk profile, Kotak Large & Midcap Fund - Direct (G) has 97.69% equity and 0.00% debt, while Motilal Oswal Large and Midcap Fund - Dir (IDCW) has 98.15% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Kotak Large & Midcap Fund - Direct (G) showed short-term strength over 6 Months (returns: -6.25%), outperforming Motilal Oswal Large and Midcap Fund - Dir (IDCW) by 4.71%. However, other periods (3 Months, 1 Year, 3 Years, 5 Years, returns: -10.80%, 3.86%, 17.29%, 15.25% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.