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) | ₹2779 Cr | ₹2684 Cr | ₹2684 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 | 5.23% | 5.07% | 5.07% |
| 6 Month | 8.41% | 8.16% | 8.16% |
| 1 Year | 13.86% | 6.04% | 6.04% |
| 3 Year | - | 15.78% | 15.78% |
| 5 Year | - | 19.95% | 19.95% |
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 | 2.9% | 3.7% | 3.7% |
| 1 Year | 15.38% | 14.22% | 14.22% |
| 3 Year | - | 14.37% | 14.37% |
| 5 Year | - | 14.57% | 14.57% |
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 | 19.43% | 12.75% | 12.75% |
| 3 Year | - | 13.37% | 13.37% |
| 5 Year | - | 13.84% | 13.84% |
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 | - | 0.94% | 0.94% |
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 | 15.18 | 7.48 | 7.48 |
| Large Cap | 77.89 | 80.67 | 80.67 |
| Small Cap | 6.93 | 6.15 | 6.15 |
| Mid Cap | - | 5.7 | 5.7 |
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 | 3.96 | 2.34 | 2.34 |
| Energy | 7.92 | 5.34 | 5.34 |
| Technology | 10.82 | 9.2 | 9.2 |
| Industrials | 7.66 | 9.03 | 9.03 |
| Financial Services | 33.9 | 33.59 | 33.59 |
| Consumer Cyclical | 12 | 16.21 | 16.21 |
| Healthcare | 1.26 | 2.62 | 2.62 |
| Basic Materials | 5.62 | 9.42 | 9.42 |
| Real Estate | 2.98 | - | - |
| Consumer Defensive | 4.22 | 5.44 | 5.44 |
| Communication Services | 6.38 | 2.27 | 2.27 |
| Utilities | 3.28 | 4.54 | 4.54 |
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