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) | ₹12628 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 | 5.76% | 2.26% |
6 Month | 28.2% | 11.22% |
1 Year | 2.94% | -11.87% |
3 Year | 27.6% | 16.15% |
5 Year | 28.4% | 22.87% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 7.58% | -0.29% |
1 Year | 18.22% | -0.6% |
3 Year | 26.52% | 11.87% |
5 Year | 24.83% | 16.24% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 26.99% | 14.36% |
3 Year | 25.97% | 16.59% |
5 Year | 27.36% | 14.6% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 18.35% | 16.673% |
Sharp | 1.00% | 0.777% |
Beta | 1.09% | 1.094% |
Alpha | 10.37% | 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 | 10.83 | 12.6 |
Mid Cap | 38.91 | 37.02 |
Large Cap | 28.29 | 47.52 |
Small Cap | 21.97 | 2.86 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 0.93 | 11.88 |
Healthcare | 2.99 | 7.27 |
Industrials | 34.2 | 13.47 |
Basic Materials | 2.19 | 7.21 |
Technology | 12.75 | 1.41 |
Financial Services | 18.33 | 10.37 |
Utilities | 3.71 | 4.77 |
Consumer Cyclical | 21.73 | 7.95 |
Real Estate | 3.16 | 3.75 |
Energy | - | 11.78 |
Communication Services | - | 3.82 |
Consumer Defensive | - | 16.32 |
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