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) | ₹12428 Cr | ₹14805 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 | -0.8% | 0.25% |
6 Month | 20.65% | 11.75% |
1 Year | 6.05% | 2.42% |
3 Year | 26.83% | 15.8% |
5 Year | 28.21% | 21.6% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.87% | 4.81% |
1 Year | 6.81% | 6.59% |
3 Year | 24.5% | 17.35% |
5 Year | 23.9% | 16.83% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 26.99% | 18.71% |
3 Year | 25.97% | 19.98% |
5 Year | 27.36% | 22.18% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 18.17% | 12.54% |
Sharp | 1.14% | 0.86% |
Beta | 1.07% | 0.83% |
Alpha | 10.72% | 3.11% |
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 | 10.64 | 14.19 |
Small Cap | 22.7 | 4.18 |
Mid Cap | 38.37 | 37.74 |
Large Cap | 28.3 | 43.88 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 0.84 | 3.68 |
Communication Services | 0 | 3.91 |
Healthcare | 2.96 | 10.32 |
Industrials | 35.32 | 15.29 |
Basic Materials | 2.05 | 7.02 |
Technology | 11.68 | 10.43 |
Financial Services | 18.4 | 24.75 |
Utilities | 3.57 | 2.9 |
Consumer Cyclical | 21.73 | 12.84 |
Real Estate | 3.46 | 1.86 |
Energy | - | 3.4 |
Consumer Defensive | - | 3.6 |
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