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) | ₹26939 Cr | ₹15146 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 | -0.99% | -3.88% |
| 6 Month | 4.61% | 0.58% |
| 1 Year | 9.16% | -4.82% |
| 3 Year | 20.34% | 23.71% |
| 5 Year | 23.29% | 23.65% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 2.81% | -2.26% |
| 1 Year | 16.25% | 10.81% |
| 3 Year | 18.65% | 19.96% |
| 5 Year | 19.83% | 21.11% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 15.14% | 24.46% |
| 3 Year | 17.18% | 26.13% |
| 5 Year | 15.71% | 27.9% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.05% | 18.47% |
| Sharp | 1.2% | 0.97% |
| Beta | 0.81% | 1.14% |
| Alpha | 4.04% | 4.81% |
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 | 9.19 | 15.53 |
| Large Cap | 41.77 | 27.56 |
| Mid Cap | 37.37 | 36.5 |
| Small Cap | 11.68 | 20.41 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 7.94 | 1.41 |
| Energy | 4.68 | - |
| Technology | 6.31 | 12.29 |
| Healthcare | 5.24 | 2.49 |
| Basic Materials | 9.55 | 2.44 |
| Consumer Defensive | 6.92 | - |
| Industrials | 8.42 | 28.69 |
| Financial Services | 21.75 | 25.73 |
| Consumer Cyclical | 22.23 | 21.26 |
| Real Estate | 1.23 | 2.83 |
| Communication Services | 3.83 | - |
| Utilities | 1.9 | 2.85 |
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