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) | ₹13778 Cr | ₹3047 Cr | ₹3047 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 | 0.25% | -0.14% | -0.14% |
6 Month | 19.85% | 8.26% | 8.26% |
1 Year | 2.99% | -1.29% | -1.29% |
3 Year | 28.9% | 16.61% | 16.61% |
5 Year | 28.54% | 19.92% | 19.92% |
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 | 5.21% | 1.02% | 1.02% |
1 Year | 22.43% | 8.54% | 8.54% |
3 Year | 26.68% | 16.38% | 16.38% |
5 Year | 25.06% | 15.86% | 15.86% |
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 | 26.13% | 12.96% | 12.96% |
3 Year | 26.08% | 15.22% | 15.22% |
5 Year | 27.91% | 15.28% | 15.28% |
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 | 18.33% | 14.85% | 14.85% |
Sharp | 1.08% | 0.60% | 0.60% |
Beta | 1.12% | 1.02% | 1.02% |
Alpha | 10.04% | -0.07% | -0.07% |
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 | 10.93 | 5.13 | 5.13 |
Mid Cap | 39.3 | 33.94 | 33.94 |
Large Cap | 27.98 | 42.53 | 42.53 |
Small Cap | 21.79 | 18.41 | 18.41 |
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 | 1.03 | 3.13 | 3.13 |
Healthcare | 2.88 | 7.27 | 7.27 |
Industrials | 30.82 | 20.3 | 20.3 |
Basic Materials | 2.45 | 9.04 | 9.04 |
Technology | 14.28 | 6.23 | 6.23 |
Consumer Cyclical | 22.91 | 15.37 | 15.37 |
Financial Services | 19.51 | 24.15 | 24.15 |
Utilities | 3.41 | 2.49 | 2.49 |
Real Estate | 2.71 | 1.36 | 1.36 |
Energy | - | 1.9 | 1.9 |
Consumer Defensive | - | 6.41 | 6.41 |
Communication Services | - | 2.35 | 2.35 |
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