Motilal Oswal Large and Midcap Fund vs LIC MF Large & Mid Cap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹11816 Cr | ₹3169 Cr | ₹3169 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 17 Oct 2019 | 25 Feb 2015 | 25 Feb 2015 |
Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 70% | % | 46% |
Expense Ratio | 1.73 | 1.9 | 1.9 |
Manager | Rakesh Shetty | Yogesh Patil | Yogesh Patil |
ISIN Code | INF247L01965 | INF767K01NB5 | INF767K01NB5 |
Exits Load | 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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | -2.27% | -2.21% | -2.21% |
6 Month | 14.42% | 7.99% | 7.99% |
1 Year | 9.64% | -1.99% | -1.99% |
3 Year | 29.05% | 17.39% | 17.39% |
5 Year | 29.06% | 21.95% | 21.95% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 11.31% | 5.43% | 5.43% |
1 Year | 15.26% | 5.03% | 5.03% |
3 Year | 28.32% | 18.36% | 18.36% |
5 Year | 26.15% | 17.51% | 17.51% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 28.46% | 13.54% | 13.54% |
3 Year | 25.72% | 15.07% | 15.07% |
5 Year | 26.25% | 14.97% | 14.97% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 18.62% | 15.31% | 15.31% |
Sharp | 1.37% | 0.96% | 0.96% |
Beta | 1.06% | 0.98% | 0.98% |
Alpha | 11.05% | 1.41% | 1.41% |
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Fund Managers
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Rakesh Shetty | Yogesh Patil | Yogesh Patil |
Total AUM | ₹33886 Cr | ₹5898 Cr | ₹5898 Cr |
Funds Managed | 19 | 7 | 7 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 7.83 | 4.97 | 4.97 |
Small Cap | 23.46 | 18.61 | 18.61 |
Mid Cap | 37.48 | 35.84 | 35.84 |
Large Cap | 31.23 | 40.58 | 40.58 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 0.88 | 3.15 | 3.15 |
Communication Services | 0.34 | 2.24 | 2.24 |
Healthcare | 3.22 | 7.17 | 7.17 |
Industrials | 37.8 | 22.74 | 22.74 |
Basic Materials | 2.41 | 8.1 | 8.1 |
Technology | 11.01 | 6 | 6 |
Financial Services | 19.02 | 25.51 | 25.51 |
Real Estate | 3.26 | 1.43 | 1.43 |
Consumer Cyclical | 22.06 | 14.29 | 14.29 |
Energy | - | 2.01 | 2.01 |
Consumer Defensive | - | 4.76 | 4.76 |
Utilities | - | 2.59 | 2.59 |
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