Motilal Oswal Large and Midcap Fund vs UTI Large & Mid Cap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12428 Cr | ₹4865 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 17 Oct 2019 | 30 Jul 2005 |
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% | 32% |
Expense Ratio | 1.73 | 1.9 |
Manager | Rakesh Shetty | V Srivatsa |
ISIN Code | INF247L01965 | INF789F01869 |
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 | UTI Large & 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 | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -3.27% | -2.52% |
6 Month | 23.47% | 12.8% |
1 Year | 2.07% | -3.98% |
3 Year | 26.43% | 20.6% |
5 Year | 26.61% | 23.48% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.81% | 0.23% |
1 Year | 5.63% | 1.62% |
3 Year | 23.32% | 17.84% |
5 Year | 23.32% | 19.38% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 26.99% | 9.53% |
3 Year | 25.97% | 9.88% |
5 Year | 27.36% | 11.21% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.17% | 12.33% |
Sharp | 1.14% | 1.16% |
Beta | 1.07% | 0.95% |
Alpha | 10.72% | 2.75% |
Fund Managers
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rakesh Shetty | V Srivatsa |
Total AUM | ₹33886 Cr | ₹7921 Cr |
Funds Managed | 19 | 3 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 10.64 | 5.97 |
Small Cap | 22.7 | 12.34 |
Mid Cap | 38.37 | 36 |
Large Cap | 28.3 | 45.68 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.84 | 4.46 |
Communication Services | 0 | 5.78 |
Healthcare | 2.96 | 8.35 |
Industrials | 35.32 | 7.78 |
Basic Materials | 2.05 | 9.27 |
Technology | 11.68 | 9.45 |
Financial Services | 18.4 | 29.97 |
Utilities | 3.57 | 2.23 |
Consumer Cyclical | 21.73 | 8.61 |
Real Estate | 3.46 | 2.3 |
Energy | - | 6.38 |
Consumer Defensive | - | 5.43 |
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