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Axis Growth Opportunities Fund vs Motilal Oswal Large and Midcap Fund compare

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tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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tortoise-icon Axis Large & Mid Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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