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Motilal Oswal Large and Midcap Fund vs UTI Large & Mid Cap Fund compare

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

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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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 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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