Edelweiss Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹13778 Cr | ₹4133 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 17 Oct 2019 | 14 Jun 2007 |
| 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% | 30% |
| Expense Ratio | 1.73 | 1.87 |
| Manager | Rakesh Shetty | Trideep Bhattacharya |
| ISIN Code | INF247L01965 | INF843K01047 |
| 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 | Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.91% | 1.22% |
| 6 Month | 15.57% | 8.37% |
| 1 Year | 4.13% | 1.85% |
| 3 Year | 26.1% | 16.72% |
| 5 Year | 26.84% | 20.57% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.03% | 1.88% |
| 1 Year | 17.71% | 11.45% |
| 3 Year | 23.78% | 15.56% |
| 5 Year | 23.23% | 15.96% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 26.13% | 11.81% |
| 3 Year | 26.08% | 13.98% |
| 5 Year | 27.91% | 14.26% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 18.32% | 13.65% |
| Sharp | 1.08% | 0.77% |
| Beta | 1.14% | 0.97% |
| Alpha | 6.11% | -1.05% |
Fund Managers
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rakesh Shetty | Trideep Bhattacharya |
| Total AUM | ₹33886 Cr | ₹0 Cr |
| Funds Managed | 19 | 9 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.05 | 5.33 |
| Mid Cap | 39.56 | 36.16 |
| Large Cap | 27.14 | 46.98 |
| Small Cap | 22.25 | 11.52 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.67 | 2.25 |
| Healthcare | 3 | 8.63 |
| Industrials | 30.47 | 14.25 |
| Basic Materials | 2.59 | 10.18 |
| Technology | 14.57 | 11.41 |
| Consumer Cyclical | 21.89 | 12.74 |
| Financial Services | 20.87 | 27.67 |
| Utilities | 2.93 | 2.06 |
| Real Estate | 3.01 | 1.8 |
| Energy | - | 4.14 |
| Consumer Defensive | - | 2.57 |
| Communication Services | - | 2.32 |
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