LIC MF Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare
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
Chart Comparison
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% |
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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 |
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