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Motilal Oswal Large Cap Fund vs Tata Large Cap Fund compare

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tortoise-icon Motilal Oswal Large Cap Fund - Regular (G)

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large 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 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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