PGIM India Large and Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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PGIM India Large and Mid Cap Fund - Regular (G)

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹13778 Cr	₹763 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

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	PGIM India Large and Mid Cap Fund - Regular (G)
1 Month	1.51%	1.18%
6 Month	21.18%	12.41%
1 Year	1.02%	4.72%
3 Year	29.34%	-
5 Year	29.01%	-

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	PGIM India Large and Mid Cap Fund - Regular (G)
6 Month	5.62%	2.3%
1 Year	22.39%	14.53%
3 Year	26.19%	-
5 Year	24.64%	-

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	PGIM India Large and Mid Cap Fund - Regular (G)
1 Year	26.13%	7.49%
3 Year	26.08%	-
5 Year	27.91%	-

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Standard Deviation	18.33%	-
Sharp	1.08%	-
Beta	1.12%	-
Alpha	10.04%	-

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)

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Others	10.93	8.86
Mid Cap	39.3	39.44
Large Cap	27.98	48.54
Small Cap	21.79	3.17

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Others	1.03	4.74
Healthcare	2.88	9.11
Industrials	30.82	14.54
Basic Materials	2.45	6.8
Technology	14.28	6.89
Consumer Cyclical	22.91	14.57
Financial Services	19.51	26.15
Utilities	3.41	0.9
Real Estate	2.71	1.66
Energy	-	4.94
Consumer Defensive	-	3.71
Communication Services	-	5.99