- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹26949 Cr | ₹13778 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 | 3.2% | 2.42% |
| 6 Month | 9.66% | 17.83% |
| 1 Year | 5.84% | 7.42% |
| 3 Year | 20.66% | 27.5% |
| 5 Year | 26.81% | 28.53% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 0.71% | 1.59% |
| 1 Year | 9.4% | 15.98% |
| 3 Year | 15.46% | 23.73% |
| 5 Year | 18.12% | 23.27% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 13.35% | 26.13% |
| 3 Year | 11.41% | 26.08% |
| 5 Year | 11.57% | 27.91% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.90% | 18.32% |
| Sharp | 0.96% | 1.08% |
| Beta | 1.01% | 1.14% |
| Alpha | 1.34% | 6.11% |
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 | 3.81 | 10.93 |
| Large Cap | 44.55 | 27.98 |
| Small Cap | 13.45 | 21.79 |
| Mid Cap | 38.19 | 39.3 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 0.73 | 1.03 |
| Communication Services | 3.14 | - |
| Energy | 3.18 | - |
| Technology | 9.66 | 14.28 |
| Consumer Cyclical | 14.45 | 22.91 |
| Healthcare | 12.85 | 2.88 |
| Basic Materials | 6.85 | 2.45 |
| Consumer Defensive | 2.74 | - |
| Industrials | 10.27 | 30.82 |
| Financial Services | 30.08 | 19.51 |
| Real Estate | 2.33 | 2.71 |
| Utilities | 3.73 | 3.41 |
Top Comparisons
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns17.74%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns19.4%
ITI Multi Cap Fund Regular - Growth
3Y Returns18.87%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns18.99%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.51%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.61%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns19.71%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns21.8%
