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) | ₹8447 Cr | ₹3610 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 | 7.92% | 3.99% |
6 Month | -5.59% | -4.48% |
1 Year | 15.06% | 6.62% |
3 Year | 33.43% | 22.79% |
5 Year | 30.26% | 25.17% |
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 | 13.07% | 8.69% |
1 Year | 13.82% | 6.76% |
3 Year | 28.79% | 18.85% |
5 Year | 26.37% | 18.8% |
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 | 28.46% | 12.13% |
3 Year | 25.72% | 13.7% |
5 Year | 26.25% | 14.13% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.577% | 14.02% |
Sharp | 0.899% | 0.675% |
Beta | 0.963% | 0.965% |
Alpha | 7.354% | 1.947% |
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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 | 4.04 | 2.57 |
Large Cap | 35.63 | 46.81 |
Mid Cap | 39.29 | 36.47 |
Small Cap | 21.04 | 14.15 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.08 | 1.51 |
Consumer Cyclical | 26.27 | 17.31 |
Healthcare | 1.96 | 9.24 |
Financial Services | 14.33 | 25.92 |
Industrials | 29.6 | 12.99 |
Basic Materials | 3.12 | 7.14 |
Technology | 10.92 | 14.48 |
Real Estate | 5.68 | 2.38 |
Communication Services | 6.04 | 1.82 |
Energy | - | 3.08 |
Utilities | - | 1.83 |
Consumer Defensive | - | 2.29 |
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