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) | ₹3034 Cr | ₹2827 Cr | ₹2827 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 | -0.39% | 1.06% | 1.06% |
| 6 Month | 3.99% | 5.45% | 5.45% |
| 1 Year | 7.23% | 4.88% | 4.88% |
| 3 Year | - | 14.35% | 14.35% |
| 5 Year | - | 16.83% | 16.83% |
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 | 1.67% | 3.97% | 3.97% |
| 1 Year | 13.63% | 16.49% | 16.49% |
| 3 Year | - | 13.68% | 13.68% |
| 5 Year | - | 13.83% | 13.83% |
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% | 13.41% | 13.41% |
| 3 Year | - | 14.42% | 14.42% |
| 5 Year | - | 14.09% | 14.09% |
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 | - | 12.09% | 12.09% |
| Sharp | - | 0.62% | 0.62% |
| Beta | - | 0.98% | 0.98% |
| Alpha | - | -0.01% | -0.01% |
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 | 14.74 | 9.06 | 9.06 |
| Large Cap | 76.98 | 80.61 | 80.61 |
| Small Cap | 8.28 | 6.11 | 6.11 |
| Mid Cap | - | 4.23 | 4.23 |
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 | 1.27 | 2.81 | 2.81 |
| Energy | 8.44 | 5.59 | 5.59 |
| Technology | 11.3 | 10.91 | 10.91 |
| Industrials | 7.43 | 9.19 | 9.19 |
| Financial Services | 34.61 | 33.58 | 33.58 |
| Consumer Cyclical | 12.71 | 15.72 | 15.72 |
| Healthcare | 4.47 | 1.08 | 1.08 |
| Basic Materials | 3.79 | 8.2 | 8.2 |
| Real Estate | 2.93 | - | - |
| Communication Services | 6.6 | 2.39 | 2.39 |
| Consumer Defensive | 3.67 | 5.95 | 5.95 |
| Utilities | 2.8 | 4.57 | 4.57 |
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