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) | ₹12428 Cr | ₹41202 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 | -3.24% | -2.63% |
6 Month | 17.76% | 13.15% |
1 Year | 6.79% | 0.24% |
3 Year | 26.6% | 14.85% |
5 Year | 28.31% | 20.95% |
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 | 8.97% | 4.92% |
1 Year | 8.18% | 4.17% |
3 Year | 24.61% | 13.67% |
5 Year | 23.9% | 14.59% |
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 | 26.99% | 15.41% |
3 Year | 25.97% | 20.32% |
5 Year | 27.36% | 21.56% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.17% | 13.61% |
Sharp | 1.14% | 0.71% |
Beta | 1.07% | 0.99% |
Alpha | 10.72% | 0.44% |
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 | 10.64 | 1.59 |
Small Cap | 22.7 | 12.64 |
Mid Cap | 38.37 | 35.33 |
Large Cap | 28.3 | 50.44 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.84 | 1.59 |
Communication Services | 0 | 3.66 |
Healthcare | 2.96 | 11.1 |
Industrials | 35.32 | 11.33 |
Basic Materials | 2.05 | 8.81 |
Technology | 11.68 | 8.71 |
Financial Services | 18.4 | 25.97 |
Utilities | 3.57 | 3.52 |
Consumer Cyclical | 21.73 | 15.06 |
Real Estate | 3.46 | 2.38 |
Energy | - | 3.67 |
Consumer Defensive | - | 4.21 |
Top Comparisons
Kotak Focused Fund- Regular plan _ Growth Option
3Y Returns15.22%
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns17.56%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns26.6%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns15.14%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.38%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.16%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.4%
Mirae Asset Money Market Fund Regular Growth
3Y Returns7.09%