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Motilal Oswal Large and Midcap Fund vs HDFC Large and Mid Cap Fund compare

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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

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Chart Comparison

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

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%

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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 -

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