Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Invest Now

tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

Invest Now

tortoise-icon LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Fund Motilal Oswal Large and Midcap Fund - Regular Plan Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹10840 Cr ₹3055 Cr ₹3055 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 17 Oct 2019 25 Feb 2015 25 Feb 2015
Category Large and Mid Cap Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 70% % 46%
Expense Ratio 1.73 1.9 1.9
Manager Rakesh Shetty Yogesh Patil Yogesh Patil
ISIN Code INF247L01965 INF767K01NB5 INF767K01NB5
Exits Load 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 LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Month 2.04% 2.03% 2.03%
6 Month -2.98% -1.18% -1.18%
1 Year 13.31% 0.57% 0.57%
3 Year 33.21% 21.03% 21.03%
5 Year 29.57% 22.96% 22.96%

SIP Return Analysis

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
6 Month 15.43% 9.67% 9.67%
1 Year 19.69% 9.66% 9.66%
3 Year 29.58% 19.79% 19.79%
5 Year 26.83% 18.42% 18.42%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Year 28.46% 13.54% 13.54%
3 Year 25.72% 15.07% 15.07%
5 Year 26.25% 14.97% 14.97%

Risk Management

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Standard Deviation 19.22% 15.78% 15.78%
Sharp 1.18% 0.75% 0.75%
Beta 1.08% 0.98% 0.98%
Alpha 10.94% 1.26% 1.26%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Name Rakesh Shetty Yogesh Patil Yogesh Patil
Total AUM ₹33886 Cr ₹5898 Cr ₹5898 Cr
Funds Managed 19 7 7
Motilal Oswal Large and Midcap Fund - Regular Plan Growth LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Market Cap

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Others 4.01 5.87 5.87
Mid Cap 37.51 36.34 36.34
Large Cap 35.01 40.09 40.09
Small Cap 23.47 17.71 17.71

Sector Allocation

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Others 1.37 4.16 4.16
Healthcare 2.63 6.78 6.78
Industrials 39.42 23.26 23.26
Basic Materials 2.54 8.27 8.27
Technology 8.96 5.73 5.73
Financial Services 15.2 24.31 24.31
Real Estate 4.91 1.32 1.32
Consumer Cyclical 21.71 14.96 14.96
Communication Services 3.26 2.32 2.32
Energy - 2.29 2.29
Consumer Defensive - 4.08 4.08
Utilities - 2.53 2.53

Top Comparisons

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.96%

VS

Axis Ultra Short Duration Fund - Regular Plan Growth Axis Ultra Short Duration Fund - Regular Plan Growth

3Y Returns6.65%

Compare Now

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.97%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.97%

Compare Now

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.26%

Compare Now

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns7.79%

VS

Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option

3Y Returns8.48%

Compare Now
Add to Cart Successfully