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) | ₹14870 Cr | ₹3152 Cr | ₹3152 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 | 0.22% | 1.45% | 1.45% |
| 6 Month | 11.23% | 4.57% | 4.57% |
| 1 Year | 11.24% | 4.1% | 4.1% |
| 3 Year | 27.14% | 16.58% | 16.58% |
| 5 Year | 26.25% | 18.43% | 18.43% |
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 | 2.3% | 0.64% | 0.64% |
| 1 Year | 18.74% | 8.59% | 8.59% |
| 3 Year | 24.18% | 15.39% | 15.39% |
| 5 Year | 23.56% | 15.11% | 15.11% |
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 | 24.75% | 12.73% | 12.73% |
| 3 Year | 26.13% | 15.35% | 15.35% |
| 5 Year | 28.07% | 15.35% | 15.35% |
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 | 11.05 | 5.73 | 5.73 |
| Mid Cap | 39.56 | 34.17 | 34.17 |
| Large Cap | 27.14 | 41.91 | 41.91 |
| Small Cap | 22.25 | 18.18 | 18.18 |
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 | 0.67 | 3.23 | 3.23 |
| Healthcare | 3 | 7.24 | 7.24 |
| Industrials | 30.47 | 19.99 | 19.99 |
| Basic Materials | 2.59 | 8.31 | 8.31 |
| Technology | 14.57 | 6.9 | 6.9 |
| Consumer Cyclical | 21.89 | 15.34 | 15.34 |
| Financial Services | 20.87 | 24.4 | 24.4 |
| Utilities | 2.93 | 2.39 | 2.39 |
| Real Estate | 3.01 | 1.52 | 1.52 |
| Energy | - | 2 | 2 |
| Consumer Defensive | - | 6.17 | 6.17 |
| Communication Services | - | 2.52 | 2.52 |
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