HDFC Large and Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Fund | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹26406 Cr | ₹12428 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 18 Feb 1994 | 17 Oct 2019 |
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 | 9.01% | 70% |
Expense Ratio | 1.66 | 1.73 |
Manager | Dhruv Muchhal | Rakesh Shetty |
ISIN Code | INF179KA1RT1 | INF247L01965 |
Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Month | -0.77% | -0.71% |
6 Month | 12.69% | 19.01% |
1 Year | 0.44% | 5.64% |
3 Year | 20.49% | 26.84% |
5 Year | 25.33% | 28.33% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | 3.5% | 5.87% |
1 Year | 5.28% | 6.81% |
3 Year | 17.34% | 24.5% |
5 Year | 19.7% | 23.9% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 13.53% | 26.99% |
3 Year | 11.24% | 25.97% |
5 Year | 11.53% | 27.36% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 13.97% | 18.17% |
Sharp | 1.00% | 1.14% |
Beta | 1.02% | 1.07% |
Alpha | 4.48% | 10.72% |
Fund Managers
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Name | Dhruv Muchhal | Rakesh Shetty |
Total AUM | ₹520687 Cr | ₹33886 Cr |
Funds Managed | 40 | 19 |
HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 3.57 | 10.64 |
Large Cap | 44.13 | 28.3 |
Small Cap | 14.19 | 22.7 |
Mid Cap | 38.11 | 38.37 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 0.65 | 0.84 |
Communication Services | 3.21 | 0 |
Energy | 3.12 | - |
Technology | 9.6 | 11.68 |
Consumer Cyclical | 13.7 | 21.73 |
Healthcare | 12.95 | 2.96 |
Industrials | 10.83 | 35.32 |
Basic Materials | 6.59 | 2.05 |
Consumer Defensive | 2.6 | - |
Financial Services | 30.65 | 18.4 |
Real Estate | 2.4 | 3.46 |
Utilities | 3.7 | 3.57 |
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