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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) ₹8447 Cr ₹4047 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 8.03% 5.76%
6 Month -9.49% -5.22%
1 Year 11.57% 11.93%
3 Year 26.17% 22.06%
5 Year 28.96% 29.36%

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 -3.25% -0.03%
1 Year -9.93% -5.06%
3 Year 21.25% 19.19%
5 Year 22.07% 20.53%

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 31.85% 9.5%
3 Year 25.93% 9.15%
5 Year 25.61% 10.86%

Risk Management

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 16.577% 12.33%
Sharp 0.899% 1%
Beta 0.963% 0.92%
Alpha 7.354% 3.43%

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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 4.04 3.89
Large Cap 35.63 45.7
Mid Cap 39.29 37.27
Small Cap 21.04 12.98

Sector Allocation

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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

Others 2.08 3.89
Consumer Cyclical 26.27 -
Healthcare 1.96 -
Financial Services 14.33 -
Industrials 29.6 -
Basic Materials 3.12 -
Technology 10.92 -
Real Estate 5.68 -
Communication Services 6.04 -
Telecom - Services - 5.38
Petroleum Products - 1.87
IT - Software - 7.3
Cement & Cement Products - 1.88
Transport Services - 3.36
Construction - 1.77
Textiles & Apparels - 1.17
Pharmaceuticals & Biotechnology - 7.06
Banks - 20.82
Realty - 2.84
Automobiles - 5.02
Gas - 0.09
Diversified FMCG - 3.13
Fertilizers & Agrochemicals - 2.61
Insurance - 3.34
Diversified Metals - 2.8
Ferrous Metals - 1.09
Personal Products - 2.28
Oil - 1.28
Capital Markets - 2.77
Consumer Durables - 1.37
Other Consumer Services - 0.81
Industrial Products - 0.46
Auto Components - 2.2
Chemicals & Petrochemicals - 0.7
Minerals & Mining - 1.42
Finance - 5.53
Entertainment - 0.61
Power - 2.04
Paper, Forest & Jute Products - 0.79
Leisure Services - 1.88
Retailing - 0.28

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