Motilal Oswal Large and Midcap Fund vs Quant Large and Mid Cap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹14870 Cr | ₹3612 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 17 Oct 2019 | 09 Jan 2007 |
| 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 | 70% | % |
| Expense Ratio | 1.73 | 1.9 |
| Manager | Rakesh Shetty | Sanjeev Sharma |
| ISIN Code | INF247L01965 | INF966L01341 |
| 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 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | -0.95% | 1.64% |
| 6 Month | 7.22% | 0.87% |
| 1 Year | 10.94% | 1.73% |
| 3 Year | 27.27% | 16.44% |
| 5 Year | 25.74% | 22.23% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.3% | 1.66% |
| 1 Year | 18.74% | 7.35% |
| 3 Year | 24.18% | 11.88% |
| 5 Year | 23.56% | 15.74% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 24.75% | 13.98% |
| 3 Year | 26.13% | 16.54% |
| 5 Year | 28.07% | 14.65% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 18.32% | 16.673% |
| Sharp | 1.08% | 0.777% |
| Beta | 1.14% | 1.094% |
| Alpha | 6.11% | 4.454% |
Fund Managers
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Name | Rakesh Shetty | Sanjeev Sharma |
| Total AUM | ₹33886 Cr | ₹39731 Cr |
| Funds Managed | 19 | 22 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 11.05 | 14.36 |
| Mid Cap | 39.56 | 36.1 |
| Large Cap | 27.14 | 46.78 |
| Small Cap | 22.25 | 2.76 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 0.67 | 8.23 |
| Healthcare | 3 | 7.49 |
| Industrials | 30.47 | 16.39 |
| Basic Materials | 2.59 | 6.43 |
| Technology | 14.57 | 5.93 |
| Consumer Cyclical | 21.89 | 8.33 |
| Financial Services | 20.87 | 10.87 |
| Utilities | 2.93 | 6.48 |
| Real Estate | 3.01 | 3.72 |
| Energy | - | 10.52 |
| Communication Services | - | 4.12 |
| Consumer Defensive | - | 11.49 |
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