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) | ₹12428 Cr | ₹4063 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 | -3.24% | -2.1% |
6 Month | 17.76% | 11.16% |
1 Year | 6.79% | 2.02% |
3 Year | 26.6% | 16.8% |
5 Year | 28.31% | 21.82% |
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 | 5.87% | 3.51% |
1 Year | 6.81% | 3.57% |
3 Year | 24.5% | 15.98% |
5 Year | 23.9% | 16.75% |
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 | 18.17% | 13.75% |
Sharp | 1.14% | 0.82% |
Beta | 1.07% | 0.98% |
Alpha | 10.72% | 2.21% |
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 | 10.64 | 5.86 |
Small Cap | 22.7 | 12.37 |
Mid Cap | 38.37 | 36.98 |
Large Cap | 28.3 | 44.8 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.84 | 3.06 |
Communication Services | 0 | 2.45 |
Healthcare | 2.96 | 9.15 |
Industrials | 35.32 | 13.07 |
Basic Materials | 2.05 | 10.86 |
Technology | 11.68 | 11.27 |
Financial Services | 18.4 | 27.9 |
Utilities | 3.57 | 1.82 |
Consumer Cyclical | 21.73 | 11.71 |
Real Estate | 3.46 | 1.87 |
Energy | - | 4.73 |
Consumer Defensive | - | 2.11 |
Top Comparisons
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns15.6%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns26.6%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns12.37%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns16.79%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns14.62%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns15.18%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.7%
Kotak Banking and PSU Debt - Growth
3Y Returns7.47%