Motilal Oswal Large Cap Fund vs Nippon India Large Cap Fund compare
Nippon India Large Cap Fund- Growth Plan Bonus Option
Motilal Oswal Large Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Fund | Nippon India Large Cap Fund- Growth Plan Bonus Option | Motilal Oswal Large Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹50312 Cr | ₹3034 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 08 Aug 2007 | 06 Feb 2024 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | NIFTY 100 TRI |
| Turn Over | 52% | % |
| Expense Ratio | 1.62 | 2.1 |
| Manager | Ashutosh Bhargava | Ajay Khandelwal |
| ISIN Code | INF204K01554 | INF247L01CB9 |
| Exits Load | Exit load of 1% if redeemed within 7 days./365 | Motilal Oswal Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | - | -1.26% |
| 6 Month | - | 3.46% |
| 1 Year | - | 7.28% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | - | 1.67% |
| 1 Year | - | 13.63% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | - | 19.43% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 11.56% | - |
| Sharp | 0.97% | - |
| Beta | 0.92% | - |
| Alpha | 4.12% | - |
Fund Managers
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Name | Ashutosh Bhargava | Ajay Khandelwal |
| Total AUM | ₹121448 Cr | ₹0 Cr |
| Funds Managed | 12 | 4 |
| Nippon India Large Cap Fund- Growth Plan Bonus Option | Motilal Oswal Large Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Others | 0.74 | 14.74 |
| Large Cap | 83.62 | 76.98 |
| Mid Cap | 8.92 | - |
| Small Cap | 6.72 | 8.28 |
Sector Allocation
| Scheme Name |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
Motilal Oswal Large Cap Fund - Regular (G) |
|---|---|---|
| Others | 0.74 | 1.27 |
| Energy | 13.71 | 8.44 |
| Capital Goods | 6.48 | - |
| Technology | 5.82 | 11.3 |
| Construction | 3.68 | - |
| Financial | 32.78 | - |
| Consumer Staples | 9.78 | - |
| Healthcare | 2.35 | 4.47 |
| Materials | 2.11 | - |
| Services | 7.57 | - |
| Metals & Mining | 2.31 | - |
| Automobile | 7.04 | - |
| Insurance | 3.17 | - |
| Communication | 1.02 | - |
| Diversified | 0.38 | - |
| Chemicals | 0.7 | - |
| Textiles | 0.36 | - |
| Industrials | - | 7.43 |
| Financial Services | - | 34.61 |
| Consumer Cyclical | - | 12.71 |
| Basic Materials | - | 3.79 |
| Real Estate | - | 2.93 |
| Communication Services | - | 6.6 |
| Consumer Defensive | - | 3.67 |
| Utilities | - | 2.8 |
Top Comparisons
Franklin India Mid Cap Fund - Growth
3Y Returns20.96%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns24.05%
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns23.6%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns21.76%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns8.46%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.38%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.44%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns13.91%