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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | Motilal Oswal Business Cycle Fund - Growth - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Kotak MF |
| Category | Equity - Thematic Fund - Other | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹12.09 (30 Oct 2026) | ₹17.44 (30 Oct 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Atul Mehra | Dhananjay Tikariha |
| Inception | 27 Aug 2024 | 11 Dec 2023 |
| Returns | ||
| 1Y | -9.63% | 23.31% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 9.13% | 21.25% |
| Risk | ||
| 20.58 | 14.88 | |
| 1.10 | 0.99 | |
| 0.22 | 1.02 | |
| 12.56 | 3.82 | |
| 0.40 | 2.12 | |
| -16.85% | -11.03% | |
| Costs | ||
| Expense Ratio | 1.40% | 1.04% |
| Exit Load | 1% on or before 365D, Nil after 365D | 0.50% on or before 30D, Nil after 30D |
| Min SIP | ₹500 | ₹100 |
| Min Lumpsum | ₹500 | ₹100 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Motilal Oswal…94%
Kotak MF94%
6.4%Only 6.4% of holdings by weight are common between Motilal Oswal Business Cycle Fund - Growth - Direct Plan and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingMotilal Oswal Business Cycle Fund - Growth - Direct PlanKotak MF
Max Healthcare Institute Ltd.3.40%3.61%
Apollo Hospitals Enterprise Ltd.3.22%2.97%
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