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) | ₹11816 Cr | ₹3914 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 | -0.14% | -0.21% |
6 Month | 2.88% | 3.8% |
1 Year | 12.48% | 2.46% |
3 Year | 31.55% | 21.07% |
5 Year | 29.35% | 23.91% |
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 | 14.51% | 8.63% |
1 Year | 17.02% | 8.92% |
3 Year | 28.82% | 18.64% |
5 Year | 26.4% | 18.52% |
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 | 28.46% | 12.13% |
3 Year | 25.72% | 13.7% |
5 Year | 26.25% | 14.13% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.62% | 14.39% |
Sharp | 1.37% | 1.11% |
Beta | 1.06% | 0.98% |
Alpha | 11.05% | 2.68% |
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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 | 4.01 | 5.73 |
Mid Cap | 37.51 | 36.81 |
Large Cap | 35.01 | 45.61 |
Small Cap | 23.47 | 11.85 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.37 | 3.15 |
Healthcare | 2.63 | 7.93 |
Industrials | 39.42 | 14.88 |
Basic Materials | 2.54 | 9.54 |
Technology | 8.96 | 10.72 |
Financial Services | 15.2 | 28.42 |
Real Estate | 4.91 | 2.05 |
Consumer Cyclical | 21.71 | 11.78 |
Communication Services | 3.26 | 2.48 |
Energy | - | 5.04 |
Utilities | - | 1.87 |
Consumer Defensive | - | 2.14 |
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