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Motilal Oswal Large and Midcap Fund vs LIC MF Large & Mid Cap Fund compare

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

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tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

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tortoise-icon LIC MF Large & Mid Cap 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 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) ₹15146 Cr ₹3141 Cr ₹3141 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹200 ₹200
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 -7.49% -2.4% -2.4%
6 Month -1.81% -1.18% -1.18%
1 Year -8.31% -3.73% -3.73%
3 Year 23.37% 16.2% 16.2%
5 Year 22.49% 16.18% 16.18%

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 -2.26% 0.03% 0.03%
1 Year 10.81% 7.93% 7.93%
3 Year 19.96% 14.04% 14.04%
5 Year 21.11% 14.27% 14.27%

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 24.46% 12.57% 12.57%
3 Year 26.13% 15.38% 15.38%
5 Year 27.9% 15.43% 15.43%

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 18.47% 12.59% 12.59%
Sharp 0.97% 0.71% 0.71%
Beta 1.14% 1.04% 1.04%
Alpha 4.81% -2.24% -2.24%

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 15.53 6.27 6.27
Mid Cap 36.5 35.54 35.54
Large Cap 27.56 40.88 40.88
Small Cap 20.41 17.32 17.32

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 1.41 2.86 2.86
Healthcare 2.49 6.83 6.83
Industrials 28.69 19.32 19.32
Financial Services 25.73 24.82 24.82
Basic Materials 2.44 8.39 8.39
Technology 12.29 7.11 7.11
Consumer Cyclical 21.26 15.95 15.95
Utilities 2.85 2.28 2.28
Real Estate 2.83 1.46 1.46
Energy - 2.12 2.12
Consumer Defensive - 6.44 6.44
Communication Services - 2.42 2.42

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