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) | ₹25753 Cr | ₹14870 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 | 1.02% | -2.17% |
| 6 Month | 6.47% | 2.62% |
| 1 Year | 11.06% | 1.75% |
| 3 Year | 20.4% | 25.04% |
| 5 Year | 24.36% | 24.67% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 4.67% | 1.09% |
| 1 Year | 19.25% | 15.87% |
| 3 Year | 20.01% | 22.75% |
| 5 Year | 20.92% | 22.82% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 15.16% | 24.53% |
| 3 Year | 17.17% | 26.13% |
| 5 Year | 15.71% | 27.93% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 12.05% | 18.32% |
| Sharp | 1.23% | 1.08% |
| Beta | 0.81% | 1.14% |
| Alpha | 4.15% | 6.11% |
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 | 11.05 |
| Large Cap | 41.77 | 27.14 |
| Mid Cap | 37.37 | 39.56 |
| Small Cap | 11.68 | 22.25 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 7.94 | 0.67 |
| Energy | 4.68 | - |
| Technology | 6.31 | 14.57 |
| Healthcare | 5.24 | 3 |
| Basic Materials | 9.55 | 2.59 |
| Consumer Defensive | 6.92 | - |
| Industrials | 8.42 | 30.47 |
| Financial Services | 21.75 | 20.87 |
| Consumer Cyclical | 22.23 | 21.89 |
| Real Estate | 1.23 | 3.01 |
| Communication Services | 3.83 | - |
| Utilities | 1.9 | 2.93 |
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