Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Motilal Oswal Large and Midcap Fund vs Sundaram Large and Midcap Fund Regular Plan compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

Invest Now

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 Sundaram Large and Midcap Fund Regular Plan - Growth
Fund Motilal Oswal Large and Midcap Fund - Regular Plan Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8447 Cr ₹6470 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 17 Oct 2019 27 Feb 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% 25%
Expense Ratio 1.73 1.85
Manager Rakesh Shetty Ashish Aggarwal
ISIN Code INF247L01965 INF903J01DT1
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 Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month 2.09% 2.88%
6 Month -8.67% -4.23%
1 Year 9.99% 6.64%
3 Year 24.04% 14.96%
5 Year 27.89% 23.11%

SIP Return Analysis

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month -2.37% 0.39%
1 Year -6.47% -4.99%
3 Year 23.62% 15.31%
5 Year 23.58% 16.74%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 31.85% 11.53%
3 Year 25.93% 14.16%
5 Year 25.61% 12.49%

Risk Management

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 16.577% 14.877%
Sharp 0.899% 0.357%
Beta 0.963% 0.998%
Alpha 7.354% -1.131%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Name Rakesh Shetty Ashish Aggarwal
Total AUM ₹33886 Cr ₹9635 Cr
Funds Managed 19 7
Motilal Oswal Large and Midcap Fund - Regular Plan Growth Sundaram Large and Midcap Fund Regular Plan - Growth

Market Cap

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 4.04 3.47
Large Cap 35.63 52.13
Mid Cap 39.29 35.95
Small Cap 21.04 8.46

Sector Allocation

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 2.08 3.47
Consumer Cyclical 26.27 16.44
Healthcare 1.96 9.93
Financial Services 14.33 23.3
Industrials 29.6 12.24
Basic Materials 3.12 4.8
Technology 10.92 7.5
Real Estate 5.68 2.54
Communication Services 6.04 5.74
Energy - 6.53
Consumer Defensive - 5.14
Utilities - 2.39

Top Comparisons

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns6.61%

VS

HSBC Medium Duration Fund - Regular Growth HSBC Medium Duration Fund - Regular Growth

3Y Returns7.21%

Compare Now

ITI Flexi Cap Fund Regular - Growth ITI Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns23.47%

Compare Now

WhiteOak Capital Multi Asset Allocation Fund-Reg (G) WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns18.46%

Compare Now

BANDHAN Nifty 50 Index Fund - Regular Plan - Growth BANDHAN Nifty 50 Index Fund - Regular Plan - Growth

3Y Returns13.05%

VS

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns20.67%

Compare Now
Add to Cart Successfully