Motilal Oswal Large and Midcap Fund vs Edelweiss Large & Mid Cap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15055 Cr | ₹4517 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 17 Oct 2019 | 14 Jun 2007 |
| 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% | 30% |
| Expense Ratio | 1.73 | 1.87 |
| Manager | Rakesh Shetty | Trideep Bhattacharya |
| ISIN Code | INF247L01965 | INF843K01047 |
| 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 | Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -5.54% | -2.82% |
| 6 Month | -6.85% | -0.14% |
| 1 Year | -3.68% | 4.78% |
| 3 Year | 22.64% | 17.76% |
| 5 Year | 20.16% | 16.33% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -5.38% | 1.09% |
| 1 Year | 2.2% | 11.13% |
| 3 Year | 15.74% | 13.83% |
| 5 Year | 19.01% | 15.07% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.39% | 11.53% |
| 3 Year | 26.03% | 14.28% |
| 5 Year | 27.47% | 14.38% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.45% | 12.38% |
| Sharp | 0.98% | 0.94% |
| Beta | 1.16% | 0.96% |
| Alpha | 3.1% | 0.13% |
Fund Managers
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rakesh Shetty | Trideep Bhattacharya |
| Total AUM | ₹33886 Cr | ₹0 Cr |
| Funds Managed | 19 | 9 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 21.7 | 7.9 |
| Mid Cap | 37.46 | 36.68 |
| Large Cap | 24.96 | 45.41 |
| Small Cap | 15.88 | 10.01 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.17 | 2.11 |
| Healthcare | 3.41 | 7.18 |
| Industrials | 27.89 | 13.21 |
| Financial Services | 29.21 | 29.21 |
| Basic Materials | 2.88 | 9.39 |
| Technology | 10.55 | 11.35 |
| Consumer Cyclical | 21.8 | 13.46 |
| Utilities | 0 | 1.77 |
| Real Estate | 3.1 | 2.47 |
| Energy | - | 4.23 |
| Communication Services | - | 3.15 |
| Consumer Defensive | - | 2.47 |
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