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 | ₹12628 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 | 4.5% | 4.83% |
6 Month | 14.91% | 25.7% |
1 Year | 1.23% | 2.22% |
3 Year | 20.62% | 26.5% |
5 Year | 27.18% | 28.74% |
SIP Return Analysis
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | 4.22% | 7.58% |
1 Year | 14.8% | 18.22% |
3 Year | 20.36% | 26.52% |
5 Year | 21.41% | 24.83% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 15.37% | 26.99% |
3 Year | 15.84% | 25.97% |
5 Year | 15.76% | 27.36% |
Risk Management
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 11.90% | 18.35% |
Sharp | 1.08% | 1.00% |
Beta | 0.86% | 1.09% |
Alpha | 6.56% | 10.37% |
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 | 8.49 | 10.83 |
Large Cap | 43.86 | 28.29 |
Mid Cap | 36.74 | 38.91 |
Small Cap | 10.91 | 21.97 |
Sector Allocation
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 8.37 | 0.93 |
Energy | 3.8 | - |
Technology | 6.33 | 12.75 |
Healthcare | 5.62 | 2.99 |
Basic Materials | 11.57 | 2.19 |
Consumer Defensive | 8.31 | - |
Industrials | 8.62 | 34.2 |
Financial Services | 18.21 | 18.33 |
Consumer Cyclical | 23.11 | 21.73 |
Real Estate | 1.06 | 3.16 |
Communication Services | 2.88 | - |
Utilities | 2.1 | 3.71 |
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