Sundaram Large and Midcap Fund Regular Plan 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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Sundaram Large and Midcap Fund Regular Plan - Growth

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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	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹13778 Cr	₹6740 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	17 Oct 2019	27 Feb 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%	25%
Expense Ratio	1.73	1.85
Manager	Rakesh Shetty	Ashish Aggarwal
ISIN Code	INF247L01965	INF903J01DT1
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	Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	0.78%	1.82%
6 Month	15.51%	7.94%
1 Year	6.5%	3.07%
3 Year	28.3%	16.77%
5 Year	28.15%	20.51%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	4.18%	3.48%
1 Year	21.19%	13.69%
3 Year	26.17%	15.76%
5 Year	24.76%	15.78%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	26.13%	10.64%
3 Year	26.08%	14.28%
5 Year	27.91%	12.91%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	18.33%	13.41%
Sharp	1.08%	0.68%
Beta	1.12%	0.99%
Alpha	10.04%	0.38%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Rakesh Shetty	Ashish Aggarwal
Total AUM	₹33886 Cr	₹9635 Cr
Funds Managed	19	7
	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	10.93	5.37
Mid Cap	39.3	38.01
Large Cap	27.98	44.26
Small Cap	21.79	12.36

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	1.03	3.16
Healthcare	2.88	10.25
Industrials	30.82	10.75
Basic Materials	2.45	8.57
Technology	14.28	3.67
Consumer Cyclical	22.91	15.48
Financial Services	19.51	26.64
Utilities	3.41	1.69
Real Estate	2.71	2.58
Energy	-	6.69
Communication Services	-	5.83
Consumer Defensive	-	4.69