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) | ₹12628 Cr | ₹4042 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 | 6.75% | 3.05% |
6 Month | 28.88% | 16.53% |
1 Year | 4.07% | -1.76% |
3 Year | 27.97% | 17.42% |
5 Year | 28.77% | 21.58% |
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 | 7.58% | 3.79% |
1 Year | 18.22% | 9.6% |
3 Year | 26.52% | 16.79% |
5 Year | 24.83% | 16.96% |
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 | 26.99% | 11.94% |
3 Year | 25.97% | 13.85% |
5 Year | 27.36% | 14.2% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.35% | 13.74% |
Sharp | 1.00% | 0.68% |
Beta | 1.09% | 0.98% |
Alpha | 10.37% | 2.19% |
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 | 10.83 | 5.73 |
Mid Cap | 38.91 | 37.15 |
Large Cap | 28.29 | 45.21 |
Small Cap | 21.97 | 11.91 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.93 | 2.49 |
Healthcare | 2.99 | 8.85 |
Industrials | 34.2 | 12.57 |
Basic Materials | 2.19 | 10.82 |
Technology | 12.75 | 11.74 |
Financial Services | 18.33 | 27.73 |
Utilities | 3.71 | 2.01 |
Consumer Cyclical | 21.73 | 12.77 |
Real Estate | 3.16 | 1.82 |
Energy | - | 4.62 |
Consumer Defensive | - | 2.15 |
Communication Services | - | 2.42 |
Top Comparisons
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
Mirae Asset Large Cap Fund - Growth Plan
3Y Returns13.45%
ITI Ultra Short Duration Fund Regular - Growth
3Y Returns6.34%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.99%
Axis Value Fund - Regular Plan - Growth
3Y Returns22.68%
Quant Value Fund Regular - Growth
3Y Returns21.03%
Kotak Banking and PSU Debt - Growth
3Y Returns7.37%
SBI Banking & PSU Fund - Regular Paln - Growth
3Y Returns7.22%