PGIM India Large and Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8447 Cr | ₹602 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 17 Oct 2019 | 12 Feb 2024 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 70% | % |
Expense Ratio | 1.73 | 2.33 |
Manager | Rakesh Shetty | Vinay Paharia |
ISIN Code | INF247L01965 | INF663L01X88 |
Exits Load | Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | PGIM India Large and Midcap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
1 Month | 2.09% | 3.87% |
6 Month | -8.67% | - |
1 Year | 9.99% | 10.06% |
3 Year | 24.04% | - |
5 Year | 27.89% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
6 Month | -2.37% | 2.06% |
1 Year | -6.47% | 0.68% |
3 Year | 23.62% | - |
5 Year | 23.58% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
1 Year | 31.85% | - |
3 Year | 25.93% | - |
5 Year | 25.61% | - |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 16.577% | - |
Sharp | 0.899% | - |
Beta | 0.963% | - |
Alpha | 7.354% | - |
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Fund Managers
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Name | Rakesh Shetty | Vinay Paharia |
Total AUM | ₹33886 Cr | ₹0 Cr |
Funds Managed | 19 | 10 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
Market Cap
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 4.04 | 5.78 |
Large Cap | 35.63 | 50.23 |
Mid Cap | 39.29 | 39.15 |
Small Cap | 21.04 | 4.84 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 2.08 | 5.78 |
Consumer Cyclical | 26.27 | 14.08 |
Healthcare | 1.96 | 9.99 |
Financial Services | 14.33 | 22.15 |
Industrials | 29.6 | 12.98 |
Basic Materials | 3.12 | 7.99 |
Technology | 10.92 | 10.7 |
Real Estate | 5.68 | 0.69 |
Communication Services | 6.04 | 6.13 |
Energy | - | 4.59 |
Consumer Defensive | - | 3.83 |
Utilities | - | 1.09 |
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