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) | ₹28892 Cr | ₹15146 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 | -2.53% | -7.49% |
| 6 Month | 2.07% | -1.81% |
| 1 Year | 1.86% | -8.31% |
| 3 Year | 19.14% | 23.37% |
| 5 Year | 21.68% | 22.49% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 1.12% | -2.26% |
| 1 Year | 13.75% | 10.81% |
| 3 Year | 15.75% | 19.96% |
| 5 Year | 17.91% | 21.11% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 13.19% | 24.46% |
| 3 Year | 13.1% | 26.13% |
| 5 Year | 12.3% | 27.9% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.88% | 18.47% |
| Sharp | 0.89% | 0.97% |
| Beta | 1.01% | 1.14% |
| Alpha | 0.81% | 4.81% |
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 | 5.09 | 15.53 |
| Large Cap | 44.28 | 27.56 |
| Small Cap | 11.85 | 20.41 |
| Mid Cap | 38.78 | 36.5 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 1.02 | 1.41 |
| Communication Services | 3.22 | - |
| Energy | 3.16 | - |
| Technology | 10.31 | 12.29 |
| Consumer Cyclical | 13.6 | 21.26 |
| Healthcare | 12.4 | 2.49 |
| Basic Materials | 6.59 | 2.44 |
| Consumer Defensive | 2.91 | - |
| Industrials | 9.8 | 28.69 |
| Financial Services | 31.25 | 25.73 |
| Real Estate | 2.34 | 2.83 |
| Utilities | 3.4 | 2.85 |
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