Mirae Asset Large & Midcap Fund vs Motilal Oswal Large and Midcap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8447 Cr | ₹36514 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 17 Oct 2019 | 09 Jul 2010 |
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 | 70% | 52% |
Expense Ratio | 1.73 | 1.54 |
Manager | Rakesh Shetty | Neelesh Surana |
ISIN Code | INF247L01965 | INF769K01101 |
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 | Mirae Asset Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 7.92% | 3.76% |
6 Month | -5.59% | -2.56% |
1 Year | 15.06% | 3.71% |
3 Year | 33.43% | 19.59% |
5 Year | 30.26% | 24.37% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 13.07% | 9.41% |
1 Year | 13.82% | 7.37% |
3 Year | 28.79% | 16.49% |
5 Year | 26.37% | 16.67% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 28.46% | 15.69% |
3 Year | 25.72% | 20.39% |
5 Year | 26.25% | 21.47% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.577% | 14.18% |
Sharp | 0.899% | 0.35% |
Beta | 0.963% | 0.958% |
Alpha | 7.354% | -1.215% |
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Fund Managers
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rakesh Shetty | Neelesh Surana |
Total AUM | ₹33886 Cr | ₹49127 Cr |
Funds Managed | 19 | 2 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.04 | 0.69 |
Large Cap | 35.63 | 48.77 |
Mid Cap | 39.29 | 35.26 |
Small Cap | 21.04 | 15.27 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.08 | 0.69 |
Consumer Cyclical | 26.27 | 12.53 |
Healthcare | 1.96 | 10.28 |
Financial Services | 14.33 | 28.3 |
Industrials | 29.6 | 13.67 |
Basic Materials | 3.12 | 9.46 |
Technology | 10.92 | 9.15 |
Real Estate | 5.68 | 1.69 |
Communication Services | 6.04 | 3.85 |
Energy | - | 3.38 |
Consumer Defensive | - | 2.7 |
Utilities | - | 4.3 |
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