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) | ₹13778 Cr | ₹3047 Cr | ₹3047 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 | 2.42% | 2.57% | 2.57% |
| 6 Month | 17.83% | 8.23% | 8.23% |
| 1 Year | 7.42% | 1.85% | 1.85% |
| 3 Year | 27.5% | 16.43% | 16.43% |
| 5 Year | 28.53% | 20.11% | 20.11% |
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 | 2.02% | -0.09% | -0.09% |
| 1 Year | 16.96% | 5.89% | 5.89% |
| 3 Year | 24.25% | 14.68% | 14.68% |
| 5 Year | 23.49% | 14.77% | 14.77% |
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 | 26.13% | 12.96% | 12.96% |
| 3 Year | 26.08% | 15.22% | 15.22% |
| 5 Year | 27.91% | 15.28% | 15.28% |
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 | 18.32% | 14.92% | 14.92% |
| Sharp | 1.08% | 0.66% | 0.66% |
| Beta | 1.14% | 1.04% | 1.04% |
| Alpha | 6.11% | -2.46% | -2.46% |
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 | 10.93 | 5.13 | 5.13 |
| Mid Cap | 39.3 | 33.94 | 33.94 |
| Large Cap | 27.98 | 42.53 | 42.53 |
| Small Cap | 21.79 | 18.41 | 18.41 |
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 | 1.03 | 3.13 | 3.13 |
| Healthcare | 2.88 | 7.27 | 7.27 |
| Industrials | 30.82 | 20.3 | 20.3 |
| Basic Materials | 2.45 | 9.04 | 9.04 |
| Technology | 14.28 | 6.23 | 6.23 |
| Consumer Cyclical | 22.91 | 15.37 | 15.37 |
| Financial Services | 19.51 | 24.15 | 24.15 |
| Utilities | 3.41 | 2.49 | 2.49 |
| Real Estate | 2.71 | 1.36 | 1.36 |
| Energy | - | 1.9 | 1.9 |
| Consumer Defensive | - | 6.41 | 6.41 |
| Communication Services | - | 2.35 | 2.35 |
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