Quant Large and Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹13778 Cr | ₹3612 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 17 Oct 2019 | 09 Jan 2007 |
| 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 | 1.9 |
| Manager | Rakesh Shetty | Sanjeev Sharma |
| ISIN Code | INF247L01965 | INF966L01341 |
| 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 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | 0.78% | 2.01% |
| 6 Month | 15.51% | 1.68% |
| 1 Year | 6.5% | -4.89% |
| 3 Year | 28.3% | 17.3% |
| 5 Year | 28.15% | 23.62% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 5.21% | -0.26% |
| 1 Year | 22.43% | 2.69% |
| 3 Year | 26.68% | 11.51% |
| 5 Year | 25.06% | 15.92% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 26.13% | 14.06% |
| 3 Year | 26.08% | 16.58% |
| 5 Year | 27.91% | 14.66% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 18.33% | 16.673% |
| Sharp | 1.08% | 0.777% |
| Beta | 1.12% | 1.094% |
| Alpha | 10.04% | 4.454% |
Fund Managers
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Name | Rakesh Shetty | Sanjeev Sharma |
| Total AUM | ₹33886 Cr | ₹39731 Cr |
| Funds Managed | 19 | 22 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 10.93 | 15.05 |
| Mid Cap | 39.3 | 36.58 |
| Large Cap | 27.98 | 45.57 |
| Small Cap | 21.79 | 2.8 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 1.03 | 9.27 |
| Healthcare | 2.88 | 7.29 |
| Industrials | 30.82 | 15.12 |
| Basic Materials | 2.45 | 6.16 |
| Technology | 14.28 | 4.21 |
| Consumer Cyclical | 22.91 | 8.48 |
| Financial Services | 19.51 | 11.02 |
| Utilities | 3.41 | 6.02 |
| Real Estate | 2.71 | 3.57 |
| Energy | - | 9.84 |
| Communication Services | - | 3.76 |
| Consumer Defensive | - | 15.25 |
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