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

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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

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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)	₹15055 Cr	₹5635 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

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	-5.87%	-2.94%
6 Month	-8.14%	0.71%
1 Year	3.95%	9.55%
3 Year	22.78%	21%
5 Year	20.69%	20.21%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	-5.38%	2.49%
1 Year	2.2%	13.33%
3 Year	15.74%	16.93%
5 Year	19.01%	18.22%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	23.39%	8.95%
3 Year	26.03%	10.55%
5 Year	27.47%	11.48%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.45%	12.33%
Sharp	0.98%	1.18%
Beta	1.16%	0.94%
Alpha	3.1%	3.34%

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

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	21.7	7
Mid Cap	37.46	33.74
Large Cap	24.96	46.84
Small Cap	15.88	12.43

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	1.17	3.82
Healthcare	3.41	7.37
Industrials	27.89	7.59
Financial Services	29.21	27.98
Basic Materials	2.88	7.67
Technology	10.55	10.3
Consumer Cyclical	21.8	10.46
Utilities	0	2.03
Real Estate	3.1	3.1
Communication Services	-	5.49
Energy	-	8.47
Consumer Defensive	-	5.72