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) | ₹25412 Cr | ₹10840 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 | 4.39% | 2.04% |
6 Month | 3.51% | -2.98% |
1 Year | 4.09% | 13.31% |
3 Year | 26.05% | 33.21% |
5 Year | 28.39% | 29.57% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | 11.23% | 16.33% |
1 Year | 12.85% | 19.8% |
3 Year | 22.26% | 30.51% |
5 Year | 23% | 27.3% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 13.8% | 28.46% |
3 Year | 11.12% | 25.72% |
5 Year | 11.46% | 26.25% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 14.90% | 19.22% |
Sharp | 1.02% | 1.18% |
Beta | 1.01% | 1.08% |
Alpha | 4.36% | 10.94% |
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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 | 4.34 | 4.01 |
Large Cap | 46.49 | 35.01 |
Small Cap | 14.47 | 23.47 |
Mid Cap | 34.71 | 37.51 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 2.25 | 1.37 |
Communication Services | 3.28 | 3.26 |
Basic Materials | 6.2 | 2.54 |
Energy | 3.22 | - |
Technology | 9.59 | 8.96 |
Consumer Cyclical | 12.33 | 21.71 |
Healthcare | 12.19 | 2.63 |
Industrials | 11.32 | 39.42 |
Financial Services | 31.36 | 15.2 |
Consumer Defensive | 2.65 | - |
Real Estate | 1.68 | 4.91 |
Utilities | 3.92 | - |
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