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) | ₹23246 Cr | ₹12428 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 | -2.39% | -3.24% |
6 Month | 8.72% | 17.76% |
1 Year | 4.09% | 6.79% |
3 Year | 20.38% | 26.6% |
5 Year | 26.36% | 28.31% |
SIP Return Analysis
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | 1.59% | 5.87% |
1 Year | 4.9% | 6.81% |
3 Year | 18.38% | 24.5% |
5 Year | 20.61% | 23.9% |
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 | 11.94% | 18.17% |
Sharp | 1.18% | 1.14% |
Beta | 0.86% | 1.07% |
Alpha | 5.96% | 10.72% |
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 | 10.64 |
Large Cap | 43.86 | 28.3 |
Mid Cap | 36.74 | 38.37 |
Small Cap | 10.91 | 22.7 |
Sector Allocation
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 8.37 | 0.84 |
Energy | 3.8 | - |
Technology | 6.33 | 11.68 |
Healthcare | 5.62 | 2.96 |
Basic Materials | 11.57 | 2.05 |
Consumer Defensive | 8.31 | - |
Industrials | 8.62 | 35.32 |
Financial Services | 18.21 | 18.4 |
Consumer Cyclical | 23.11 | 21.73 |
Real Estate | 1.06 | 3.46 |
Communication Services | 2.88 | 0 |
Utilities | 2.1 | 3.57 |
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