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 | 0.22% | 2.88% |
| 6 Month | 11.23% | 9.42% |
| 1 Year | 11.24% | 11.4% |
| 3 Year | 27.14% | 17.16% |
| 5 Year | 26.25% | 19.48% |
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 | 2.3% | 3.98% |
| 1 Year | 18.74% | 19.39% |
| 3 Year | 24.18% | 16.11% |
| 5 Year | 23.56% | 15.43% |
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 | 24.75% | 15.01% |
| 3 Year | 26.13% | 20.13% |
| 5 Year | 28.07% | 21.43% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 18.32% | 13.60% |
| Sharp | 1.08% | 0.79% |
| Beta | 1.14% | 0.98% |
| Alpha | 6.11% | -1.04% |
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 | 11.05 | 2.04 |
| Mid Cap | 39.56 | 31.34 |
| Large Cap | 27.14 | 52.76 |
| Small Cap | 22.25 | 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 | 0.67 | 1.16 |
| Healthcare | 3 | 10.23 |
| Industrials | 30.47 | 10.81 |
| Basic Materials | 2.59 | 6.96 |
| Technology | 14.57 | 7.82 |
| Consumer Cyclical | 21.89 | 16.44 |
| Financial Services | 20.87 | 29.28 |
| Utilities | 2.93 | 3.21 |
| Real Estate | 3.01 | 1.79 |
| Energy | - | 3.52 |
| Consumer Defensive | - | 5.05 |
| Communication Services | - | 3.74 |
Top Comparisons
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.33%
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.34%
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns17.34%
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns7.28%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.61%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns34.14%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns22.44%