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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 Focused Fund - Regular Plan - IDCW | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | Kotak MF |
| Category | Equity - Focused Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹21.52 (30 Oct 2026) | ₹17.44 (30 Oct 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Ankit Agarwal | Dhananjay Tikariha |
| Inception | 13 May 2013 | 11 Dec 2023 |
| Returns | ||
| 1Y | 18.01% | 23.31% |
| 3Y | 12.96% | — |
| 5Y | 8.99% | — |
| Since Inception | 13.00% | 21.25% |
| Risk | ||
| 18.17 | 14.88 | |
| 1.06 | 0.99 | |
| 0.45 | 1.02 | |
| 4.04 | 3.82 | |
| 0.81 | 2.12 | |
| -15.65% | -11.03% | |
| Costs | ||
| Expense Ratio | 2.72% | 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%
6.1%Only 6.1% of holdings by weight are common between Motilal Oswal Focused Fund - Regular Plan - IDCW and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingMotilal Oswal Focused Fund - Regular Plan - IDCWKotak MF
Acutaas Chemicals Ltd.3.10%4.17%
Triparty Repo4.85%3.01%
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