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) | ₹13778 Cr | ₹14906 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 | 2.16% | 2.93% |
| 6 Month | 19.21% | 10.53% |
| 1 Year | 8.07% | 6.25% |
| 3 Year | 27.54% | 19.13% |
| 5 Year | 28.09% | 21.53% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.35% | 3.73% |
| 1 Year | 21.68% | 14.78% |
| 3 Year | 25.81% | 17.62% |
| 5 Year | 24.39% | 16.55% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 26.13% | 18.24% |
| 3 Year | 26.08% | 19.84% |
| 5 Year | 27.91% | 22.03% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.32% | 12.29% |
| Sharp | 1.08% | 0.95% |
| Beta | 1.14% | 0.82% |
| Alpha | 6.11% | 1.89% |
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 | 10.93 | 14.82 |
| Mid Cap | 39.3 | 36.16 |
| Large Cap | 27.98 | 44.87 |
| Small Cap | 21.79 | 4.14 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.03 | 4.26 |
| Healthcare | 2.88 | 9.84 |
| Industrials | 30.82 | 13.4 |
| Basic Materials | 2.45 | 6.22 |
| Technology | 14.28 | 10.72 |
| Consumer Cyclical | 22.91 | 16.3 |
| Financial Services | 19.51 | 24.61 |
| Utilities | 3.41 | 2.59 |
| Real Estate | 2.71 | 1.69 |
| Energy | - | 3.31 |
| Consumer Defensive | - | 3.14 |
| Communication Services | - | 3.9 |
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