Axis Growth Opportunities Fund vs Motilal Oswal Large and Midcap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Axis Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹11816 Cr | ₹14954 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 17 Oct 2019 | 22 Oct 2018 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 70% | 23% |
Expense Ratio | 1.73 | 1.7 |
Manager | Rakesh Shetty | Shreyash Devalkar |
ISIN Code | INF247L01965 | INF846K01J79 |
Exits Load | Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Growth Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.14% | -0.09% |
6 Month | 2.88% | 4.48% |
1 Year | 12.48% | 2.86% |
3 Year | 31.55% | 20.44% |
5 Year | 29.35% | 22.87% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 14.51% | 8.74% |
1 Year | 17.02% | 10.29% |
3 Year | 28.82% | 19.3% |
5 Year | 26.4% | 18.28% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 28.46% | 19.51% |
3 Year | 25.72% | 19.9% |
5 Year | 26.25% | 21.9% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 18.62% | 13.65% |
Sharp | 1.37% | 1.11% |
Beta | 1.06% | 0.87% |
Alpha | 11.05% | 3.35% |
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Fund Managers
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Rakesh Shetty | Shreyash Devalkar |
Total AUM | ₹33886 Cr | ₹166770 Cr |
Funds Managed | 19 | 14 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.01 | 12.46 |
Mid Cap | 37.51 | 36.54 |
Large Cap | 35.01 | 47.42 |
Small Cap | 23.47 | 3.58 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.37 | 4.8 |
Healthcare | 2.63 | 8.64 |
Industrials | 39.42 | 12.78 |
Basic Materials | 2.54 | 7.4 |
Technology | 8.96 | 9.2 |
Financial Services | 15.2 | 27.65 |
Real Estate | 4.91 | 1.85 |
Consumer Cyclical | 21.71 | 11.64 |
Communication Services | 3.26 | 4.78 |
Energy | - | 3.68 |
Consumer Defensive | - | 4.31 |
Utilities | - | 3.27 |
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