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) | ₹2637 Cr | ₹2631 Cr | ₹2631 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 | -0.92% | -1.06% | -1.06% |
6 Month | 11.02% | 7.82% | 7.82% |
1 Year | 12.93% | -1.72% | -1.72% |
3 Year | - | 13.6% | 13.6% |
5 Year | - | 18.9% | 18.9% |
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 | 3.8% | 0.88% | 0.88% |
1 Year | 11.41% | 0.66% | 0.66% |
3 Year | - | 11.55% | 11.55% |
5 Year | - | 13.23% | 13.23% |
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 | 22.09% | 12.86% | 12.86% |
3 Year | - | 13.29% | 13.29% |
5 Year | - | 13.81% | 13.81% |
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 | - | 0.74% | 0.74% |
Beta | - | 0.96% | 0.96% |
Alpha | - | 0.44% | 0.44% |
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 | 15.04 | 6.54 | 6.54 |
Large Cap | 78.31 | 81.7 | 81.7 |
Small Cap | 6.65 | 6.32 | 6.32 |
Mid Cap | - | 5.44 | 5.44 |
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 | 4.05 | 3.52 | 3.52 |
Energy | 8.71 | 5.55 | 5.55 |
Technology | 10.84 | 8.92 | 8.92 |
Industrials | 7.66 | 9.22 | 9.22 |
Financial Services | 33.98 | 34.93 | 34.93 |
Basic Materials | 5.09 | 7.6 | 7.6 |
Consumer Cyclical | 12.01 | 14.76 | 14.76 |
Healthcare | 1.42 | 3.45 | 3.45 |
Real Estate | 3.26 | - | - |
Consumer Defensive | 4.75 | 5.13 | 5.13 |
Communication Services | 5.02 | 2.36 | 2.36 |
Utilities | 3.21 | 4.54 | 4.54 |
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