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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) | ₹23140 Cr | ₹8447 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 | 2.92% | 2.09% |
| 6 Month | -3.65% | -8.67% |
| 1 Year | 5.76% | 9.99% |
| 3 Year | 19.64% | 24.04% |
| 5 Year | 28.14% | 27.89% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 1.59% | -2.37% |
| 1 Year | -3.84% | -6.47% |
| 3 Year | 19.08% | 23.62% |
| 5 Year | 21.77% | 23.58% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 14.17% | 31.85% |
| 3 Year | 10.86% | 25.93% |
| 5 Year | 11.39% | 25.61% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 14.902% | 16.577% |
| Sharp | 0.746% | 0.899% |
| Beta | 1.012% | 0.963% |
| Alpha | 4.586% | 7.354% |
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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 | 1.86 | 4.04 |
| Large Cap | 46.7 | 35.63 |
| Small Cap | 15.1 | 21.04 |
| Mid Cap | 36.35 | 39.29 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 1.03 | 2.08 |
| Communication Services | 2.8 | 6.04 |
| Basic Materials | 5.38 | 3.12 |
| Energy | 3.19 | - |
| Technology | 11.17 | 10.92 |
| Consumer Cyclical | 13.16 | 26.27 |
| Healthcare | 12.81 | 1.96 |
| Industrials | 11.76 | 29.6 |
| Financial Services | 30.96 | 14.33 |
| Consumer Defensive | 2.49 | - |
| Utilities | 3.91 | - |
| Real Estate | 1.35 | 5.68 |
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