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Motilal Oswal Large and Midcap Fund vs Edelweiss Large & Mid Cap Fund compare

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tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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tortoise-icon Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹13778 Cr ₹4133 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 0.22% 2.83%
6 Month 11.23% 6.96%
1 Year 11.24% 6.66%
3 Year 27.14% 17.59%
5 Year 26.25% 20.24%

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 2.3% 2.48%
1 Year 18.74% 13.57%
3 Year 24.18% 16.22%
5 Year 23.56% 16.37%

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 24.75% 11.71%
3 Year 26.13% 14.15%
5 Year 28.07% 14.32%

Risk Management

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 18.32% 13.65%
Sharp 1.08% 0.77%
Beta 1.14% 0.97%
Alpha 6.11% -1.05%

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 11.05 5.33
Mid Cap 39.56 36.16
Large Cap 27.14 46.98
Small Cap 22.25 11.52

Sector Allocation

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Others 0.67 2.25
Healthcare 3 8.63
Industrials 30.47 14.25
Basic Materials 2.59 10.18
Technology 14.57 11.41
Consumer Cyclical 21.89 12.74
Financial Services 20.87 27.67
Utilities 2.93 2.06
Real Estate 3.01 1.8
Energy - 4.14
Consumer Defensive - 2.57
Communication Services - 2.32

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