ICICI Prudential Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare
ICICI Prudential Large & Mid Cap Fund - Growth
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Fund | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹23698 Cr | ₹13778 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 09 Jul 1998 | 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 | 55% | 70% |
Expense Ratio | 1.7 | 1.73 |
Manager | Sharmila D'mello | Rakesh Shetty |
ISIN Code | INF109K01431 | INF247L01965 |
Exits Load | ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 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 | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Month | 0.84% | 2% |
6 Month | 10.15% | 21.92% |
1 Year | 4.17% | 0.17% |
3 Year | 22.5% | 29.21% |
5 Year | 28.16% | 29.1% |
SIP Return Analysis
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | 3.47% | 5.62% |
1 Year | 16.53% | 22.39% |
3 Year | 19.9% | 26.19% |
5 Year | 20.95% | 24.64% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 15.24% | 26.13% |
3 Year | 15.96% | 26.08% |
5 Year | 15.81% | 27.91% |
Risk Management
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 11.75% | 18.33% |
Sharp | 1.18% | 1.08% |
Beta | 0.87% | 1.12% |
Alpha | 6.12% | 10.04% |
Fund Managers
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Name | Sharmila D'mello | Rakesh Shetty |
Total AUM | ₹354743 Cr | ₹33886 Cr |
Funds Managed | 35 | 19 |
ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 5.4 | 10.83 |
Large Cap | 46.14 | 28.29 |
Mid Cap | 37.36 | 38.91 |
Small Cap | 11.1 | 21.97 |
Sector Allocation
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 4.62 | 0.93 |
Energy | 3.91 | - |
Technology | 6.02 | 15.27 |
Healthcare | 5.95 | 2.99 |
Basic Materials | 10.75 | 2.19 |
Consumer Defensive | 8.57 | - |
Industrials | 8.74 | 31.68 |
Financial Services | 20.67 | 18.33 |
Consumer Cyclical | 23.54 | 21.73 |
Real Estate | 1.22 | 3.16 |
Communication Services | 3.96 | - |
Utilities | 2.06 | 3.71 |
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