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Large CapVSBalanced Hybrid
Kotak Mahindra Large Cap Fund vs Old Bridge Mutual Fund Balanced Advantage Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.82%
VS
3Y Return
12.3%
| Parameter | AKotak Mahindra Large Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Balanced Advantage Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Kotak Mahindra | Old Bridge Mutual Fund |
| Category | Large Cap | Balanced Hybrid |
| NAV (₹) | 635.60 | 16.39 |
| AUM (₹ Cr) | 3.81 Lac Cr | 1.58 Lac Cr |
| Expense Ratio (%) | 1.36% | 0.78% |
| Riskometer | Very High | Moderately High |
| Volatility | 11.32 | 9.11 |
| Sharpe Ratio | 0.56 | 0.64 |
| 1 Year Return (%) | -2.46% | 3.08% |
| 3 Year Return (%) | 12.82% | 12.3% |
| 5 Year Return (%) | 12.2% | 5.27% |
| Since Launch (%) | 13.87% | 10.94% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 7 September 2021 |
| Exit Load | Nil | Nil |
| Fund Manager | Harsha Upadhyaya (3.5 years yrs) | Gopal Agrawal; Srinivasan Ramamurthy (5.1 years yrs) |
| Benchmark | Nifty 50 | Nifty 50 Hybrid Composite Debt 65:35 Index |
| Top 3 Holdings | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) | HDFC Bank Ltd. (6.8%), ICICI Bank Ltd. (5.5%), Reliance Industries Ltd. (4.5%) |
| Asset Allocation | Equity: 96.00% | T-Bills: 4.00% | Equity: 65.00% | Debt: 30.00% | T-Bills: 5.00% |
| Portfolio Turnover | 16% | 145% |
Why consider Kotak Mahindra Large Cap Fund?
- Expense ratio: 1.36%
- 3Y return: 12.82%
- AUM: 3.81 Lac Cr
- Sharpe Ratio: 0.56
Why consider Old Bridge Mutual Fund Balanced Advantage Fund?
- Expense ratio: 0.78%
- 3Y return: 12.3%
- AUM: 1.58 Lac Cr
- Sharpe Ratio: 0.64
SIP Calculator – Compare Growth Potential
Kotak Mahindra Large Cap Fund
₹1220113.26
@12.8% annual return (3Y)
Old Bridge Mutual Fund Balanced Advantage Fund
₹1182670.66
@12.3% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price
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⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.