Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹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

Top Comparisons

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns7%

VS

360 ONE Dynamic Bond Fund Regular-Growth 360 ONE Dynamic Bond Fund Regular-Growth

3Y Returns8.15%

Compare Now

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns24.2%

VS

LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Growth

3Y Returns25.71%

Compare Now

Invesco India Multicap Fund - Growth Option Invesco India Multicap Fund - Growth Option

3Y Returns15.97%

VS

Edelweiss Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth

3Y Returns6.18%

VS

Kotak Liquid Regular Plan Growth Kotak Liquid Regular Plan Growth

3Y Returns6.18%

Compare Now
Add to Cart Successfully