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) | ₹15146 Cr | ₹3141 Cr | ₹3141 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| 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 | -4.58% | -1.51% | -1.51% |
| 6 Month | 1.65% | 1.11% | 1.11% |
| 1 Year | -5.84% | -1.89% | -1.89% |
| 3 Year | 23.89% | 16.37% | 16.37% |
| 5 Year | 22.95% | 16.27% | 16.27% |
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 | -3.77% | -0.99% | -0.99% |
| 1 Year | 5.52% | 4.84% | 4.84% |
| 3 Year | 19.01% | 13.65% | 13.65% |
| 5 Year | 20.91% | 14.3% | 14.3% |
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 | 24.23% | 12.44% | 12.44% |
| 3 Year | 26.1% | 15.4% | 15.4% |
| 5 Year | 27.79% | 15.47% | 15.47% |
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 | 18.47% | 12.59% | 12.59% |
| Sharp | 0.97% | 0.71% | 0.71% |
| Beta | 1.14% | 1.04% | 1.04% |
| Alpha | 4.81% | -2.24% | -2.24% |
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 | 15.53 | 6.27 | 6.27 |
| Mid Cap | 36.5 | 35.54 | 35.54 |
| Large Cap | 27.56 | 40.88 | 40.88 |
| Small Cap | 20.41 | 17.32 | 17.32 |
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 | 1.41 | 2.86 | 2.86 |
| Healthcare | 2.49 | 6.83 | 6.83 |
| Industrials | 28.69 | 19.32 | 19.32 |
| Financial Services | 25.73 | 24.82 | 24.82 |
| Basic Materials | 2.44 | 8.39 | 8.39 |
| Technology | 12.29 | 7.11 | 7.11 |
| Consumer Cyclical | 21.26 | 15.95 | 15.95 |
| Utilities | 2.85 | 2.28 | 2.28 |
| Real Estate | 2.83 | 1.46 | 1.46 |
| Energy | - | 2.12 | 2.12 |
| Consumer Defensive | - | 6.44 | 6.44 |
| Communication Services | - | 2.42 | 2.42 |
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