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) | ₹15146 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 | -7.04% | -2.11% |
| 6 Month | -2.31% | -1.29% |
| 1 Year | -8.09% | -3.28% |
| 3 Year | 23.17% | 14.48% |
| 5 Year | 22.42% | 18.88% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -2.26% | 1.03% |
| 1 Year | 10.81% | 6.75% |
| 3 Year | 19.96% | 10.67% |
| 5 Year | 21.11% | 14.79% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 24.23% | 13.79% |
| 3 Year | 26.1% | 16.43% |
| 5 Year | 27.79% | 14.7% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 18.47% | 16.673% |
| Sharp | 0.97% | 0.777% |
| Beta | 1.14% | 1.094% |
| Alpha | 4.81% | 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 | 15.53 | 22.6 |
| Mid Cap | 36.5 | 29.24 |
| Large Cap | 27.56 | 45.35 |
| Small Cap | 20.41 | 2.81 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 1.41 | 16.78 |
| Healthcare | 2.49 | 6.96 |
| Industrials | 28.69 | 12.84 |
| Financial Services | 25.73 | 11.09 |
| Basic Materials | 2.44 | 6.08 |
| Technology | 12.29 | 5.82 |
| Consumer Cyclical | 21.26 | 8.93 |
| Utilities | 2.85 | 6.2 |
| Real Estate | 2.83 | 3.59 |
| Energy | - | 10.11 |
| Communication Services | - | 2.23 |
| Consumer Defensive | - | 9.37 |
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