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 | 2.16% | 3.78% | 
| 6 Month | 19.21% | 10.25% | 
| 1 Year | 8.07% | 3.96% | 
| 3 Year | 27.54% | 17.48% | 
| 5 Year | 28.09% | 21.62% | 
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 | 2.02% | -0.22% | 
| 1 Year | 16.96% | 5.72% | 
| 3 Year | 24.25% | 13.91% | 
| 5 Year | 23.49% | 15.12% | 
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 | 10.93 | 5.33 | 
| Mid Cap | 39.3 | 36.16 | 
| Large Cap | 27.98 | 46.98 | 
| Small Cap | 21.79 | 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 | 1.03 | 2.25 | 
| Healthcare | 2.88 | 8.63 | 
| Industrials | 30.82 | 14.25 | 
| Basic Materials | 2.45 | 10.18 | 
| Technology | 14.28 | 11.41 | 
| Consumer Cyclical | 22.91 | 12.74 | 
| Financial Services | 19.51 | 27.67 | 
| Utilities | 3.41 | 2.06 | 
| Real Estate | 2.71 | 1.8 | 
| Energy | - | 4.14 | 
| Consumer Defensive | - | 2.57 | 
| Communication Services | - | 2.32 | 
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