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) | ₹13778 Cr | ₹40822 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 | 3.85% | 6.06% |
| 6 Month | 16.78% | 12.26% |
| 1 Year | 8.17% | 7.97% |
| 3 Year | 28.27% | 18.28% |
| 5 Year | 28.64% | 21.46% |
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 | 4.18% | 4.34% |
| 1 Year | 21.19% | 18.48% |
| 3 Year | 26.17% | 16.58% |
| 5 Year | 24.76% | 15.95% |
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 | 26.13% | 15.14% |
| 3 Year | 26.08% | 20.17% |
| 5 Year | 27.91% | 21.51% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 18.33% | 13.45% |
| Sharp | 1.08% | 0.73% |
| Beta | 1.12% | 1.01% |
| Alpha | 10.04% | 0.96% |
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 | 10.93 | 2.04 |
| Mid Cap | 39.3 | 31.34 |
| Large Cap | 27.98 | 52.76 |
| Small Cap | 21.79 | 13.86 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.03 | 1.16 |
| Healthcare | 2.88 | 10.23 |
| Industrials | 30.82 | 10.81 |
| Basic Materials | 2.45 | 6.96 |
| Technology | 14.28 | 7.82 |
| Consumer Cyclical | 22.91 | 16.44 |
| Financial Services | 19.51 | 29.28 |
| Utilities | 3.41 | 3.21 |
| Real Estate | 2.71 | 1.79 |
| Energy | - | 3.52 |
| Consumer Defensive | - | 5.05 |
| Communication Services | - | 3.74 |
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