Motilal Oswal Large Cap Fund vs Tata Large Cap Fund compare
Motilal Oswal Large Cap Fund - Regular (G)
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Large Cap Fund - Regular (G) | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Fund | Motilal Oswal Large Cap Fund - Regular (G) | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹2327 Cr | ₹2611 Cr | ₹2611 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 | ₹1000 |
Launch Date | 06 Feb 2024 | 07 May 1998 | 07 May 1998 |
Category | Large Cap | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | % | 20.36% | 20.36% |
Expense Ratio | 2.1 | 2.04 | 2.04 |
Manager | Ajay Khandelwal | Kapil Malhotra | Kapil Malhotra |
ISIN Code | INF247L01CB9 | INF277K01931 | INF277K01931 |
Exits Load | 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 | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata 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 | Motilal Oswal Large Cap Fund - Regular (G) | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Month | 3.78% | 2.55% | 2.55% |
6 Month | 4.6% | 3.2% | 3.2% |
1 Year | 17.55% | 2.34% | 2.34% |
3 Year | - | 19.4% | 19.4% |
5 Year | - | 21.07% | 21.07% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large Cap Fund - Regular (G) | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
6 Month | 9.48% | 8.59% | 8.59% |
1 Year | 19.96% | 10.07% | 10.07% |
3 Year | - | 16.72% | 16.72% |
5 Year | - | 16.59% | 16.59% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large Cap Fund - Regular (G) | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
1 Year | 23.71% | 12.99% | 12.99% |
3 Year | - | 13.25% | 13.25% |
5 Year | - | 13.75% | 13.75% |
Risk Management
Scheme Name | Motilal Oswal Large Cap Fund - Regular (G) | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | - | 12.66% | 12.66% |
Sharp | - | 0.77% | 0.77% |
Beta | - | 0.97% | 0.97% |
Alpha | - | 0.55% | 0.55% |
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Fund Managers
Scheme Name | Motilal Oswal Large Cap Fund - Regular (G) | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Name | Ajay Khandelwal | Kapil Malhotra | Kapil Malhotra |
Total AUM | ₹0 Cr | ₹18472 Cr | ₹18472 Cr |
Funds Managed | 4 | 7 | 7 |
Motilal Oswal Large Cap Fund - Regular (G) | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Large Cap Fund - Regular (G) |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 7 | 6.08 | 6.08 |
Large Cap | 84.69 | 84.34 | 84.34 |
Small Cap | 7.52 | 3.07 | 3.07 |
Mid Cap | 0.8 | 6.51 | 6.51 |
Sector Allocation
Scheme Name |
Motilal Oswal Large Cap Fund - Regular (G) |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
---|---|---|---|
Others | 5.28 | 6.08 | 6.08 |
Energy | 8.46 | 4.9 | 4.9 |
Technology | 11.06 | 6.16 | 6.16 |
Industrials | 5.64 | 10.26 | 10.26 |
Consumer Defensive | 5.03 | 3.6 | 3.6 |
Basic Materials | 3.03 | 8.27 | 8.27 |
Financial Services | 36.81 | 35.42 | 35.42 |
Healthcare | 2.38 | 5.2 | 5.2 |
Consumer Cyclical | 10.76 | 11.25 | 11.25 |
Communication Services | 5.66 | 3.01 | 3.01 |
Real Estate | 2.5 | 0.92 | 0.92 |
Utilities | 3.39 | 4.93 | 4.93 |
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