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) | ₹15146 Cr | ₹42981 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹99 |
| 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 | -4.02% | 0.08% |
| 6 Month | 0.89% | 6.58% |
| 1 Year | -4.75% | 3.85% |
| 3 Year | 23.96% | 16.62% |
| 5 Year | 23.49% | 17.88% |
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 | -2.26% | 3.46% |
| 1 Year | 10.81% | 20.39% |
| 3 Year | 19.96% | 15.6% |
| 5 Year | 21.11% | 15.05% |
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 | 24.46% | 14.93% |
| 3 Year | 26.13% | 20.09% |
| 5 Year | 27.9% | 21.42% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 18.47% | 13.54% |
| Sharp | 0.97% | 0.73% |
| Beta | 1.14% | 0.98% |
| Alpha | 4.81% | -1.46% |
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 | 15.53 | 3.52 |
| Mid Cap | 36.5 | 31.62 |
| Large Cap | 27.56 | 51.49 |
| Small Cap | 20.41 | 13.38 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.41 | 2.15 |
| Healthcare | 2.49 | 10.57 |
| Industrials | 28.69 | 9.8 |
| Financial Services | 25.73 | 29.28 |
| Basic Materials | 2.44 | 6.51 |
| Technology | 12.29 | 8.39 |
| Consumer Cyclical | 21.26 | 15.75 |
| Utilities | 2.85 | 3.29 |
| Real Estate | 2.83 | 2.17 |
| Energy | - | 3.24 |
| Consumer Defensive | - | 4.81 |
| Communication Services | - | 4.04 |
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