- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹15146 Cr | ₹4460 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 | -7.04% | -0.85% |
| 6 Month | -2.31% | 2.92% |
| 1 Year | -8.09% | -0.29% |
| 3 Year | 23.17% | 17.64% |
| 5 Year | 22.42% | 18.35% |
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 | -2.26% | 2.63% |
| 1 Year | 10.81% | 15.47% |
| 3 Year | 19.96% | 15.75% |
| 5 Year | 21.11% | 15.99% |
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 | 24.23% | 11.62% |
| 3 Year | 26.1% | 14.22% |
| 5 Year | 27.79% | 14.35% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 18.47% | 13.65% |
| Sharp | 0.97% | 0.78% |
| Beta | 1.14% | 0.97% |
| Alpha | 4.81% | -0.60% |
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 | 15.53 | 6.06 |
| Mid Cap | 36.5 | 36.3 |
| Large Cap | 27.56 | 46.81 |
| Small Cap | 20.41 | 10.83 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.41 | 1.52 |
| Healthcare | 2.49 | 7.58 |
| Industrials | 28.69 | 13.23 |
| Financial Services | 25.73 | 29.3 |
| Basic Materials | 2.44 | 9.05 |
| Technology | 12.29 | 11.91 |
| Consumer Cyclical | 21.26 | 13.35 |
| Utilities | 2.85 | 1.8 |
| Real Estate | 2.83 | 2.41 |
| Energy | - | 4.22 |
| Communication Services | - | 3.14 |
| Consumer Defensive | - | 2.48 |
Top Comparisons
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns19.73%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns12.29%
Kotak Multi Asset Omni FOF - Growth
3Y Returns18.58%
HDFC Multi-Asset Active FOF - Growth
3Y Returns15.81%
Franklin Asian Equity Fund - Growth Plan
3Y Returns11.1%
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
3Y Returns15.55%
ICICI Prudential Gilt Fund - Growth
3Y Returns7.69%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns6.86%
