Motilal Oswal Large and Midcap Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
Overview
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Fund | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹26849 Cr | ₹11816 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 18 Feb 1994 | 17 Oct 2019 |
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 | 9.01% | 70% |
Expense Ratio | 1.66 | 1.73 |
Manager | Dhruv Muchhal | Rakesh Shetty |
ISIN Code | INF179KA1RT1 | INF247L01965 |
Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Month | -2.02% | -2.27% |
6 Month | 9.51% | 14.42% |
1 Year | -1.02% | 9.64% |
3 Year | 21.61% | 29.05% |
5 Year | 27.35% | 29.06% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | 6.34% | 11.31% |
1 Year | 8.64% | 15.26% |
3 Year | 19.83% | 28.32% |
5 Year | 21.45% | 26.15% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 13.8% | 28.46% |
3 Year | 11.12% | 25.72% |
5 Year | 11.46% | 26.25% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 14.53% | 18.62% |
Sharp | 1.25% | 1.37% |
Beta | 1.01% | 1.06% |
Alpha | 4.47% | 11.05% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Name | Dhruv Muchhal | Rakesh Shetty |
Total AUM | ₹520687 Cr | ₹33886 Cr |
Funds Managed | 40 | 19 |
HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Market Cap
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 4.83 | 7.83 |
Large Cap | 45.07 | 31.23 |
Small Cap | 14.56 | 23.46 |
Mid Cap | 35.53 | 37.48 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 1.78 | 0.88 |
Communication Services | 3.31 | 0.34 |
Basic Materials | 6.4 | 2.41 |
Energy | 3.2 | - |
Technology | 9.69 | 11.01 |
Consumer Cyclical | 12.95 | 22.06 |
Healthcare | 12.12 | 3.22 |
Industrials | 11.12 | 37.8 |
Financial Services | 31.13 | 19.02 |
Consumer Defensive | 2.5 | - |
Real Estate | 2.01 | 3.26 |
Utilities | 3.78 | - |
Top Comparisons
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns20.19%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns17.28%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns21.62%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns22.4%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.51%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns7.52%
ICICI Prudential Multicap Fund - Growth
3Y Returns21.81%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns17.74%