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Sundaram Large and Midcap Fund Regular Plan vs Motilal Oswal Large and Midcap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
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) | ₹10840 Cr | ₹6671 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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.9% | 3.99% |
| 6 Month | -2% | 0.75% |
| 1 Year | 15.27% | 3.99% |
| 3 Year | 33.79% | 21% |
| 5 Year | 29.9% | 22.89% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 16.33% | 9.77% |
| 1 Year | 19.8% | 9.14% |
| 3 Year | 30.51% | 18.01% |
| 5 Year | 27.3% | 17.78% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 28.46% | 11.11% |
| 3 Year | 25.72% | 14.14% |
| 5 Year | 26.25% | 12.65% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 19.22% | 14.95% |
| Sharp | 1.18% | 0.74% |
| Beta | 1.08% | 1.00% |
| Alpha | 10.94% | 0.27% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.04 | 3.47 |
| Large Cap | 35.63 | 52.13 |
| Mid Cap | 39.29 | 35.95 |
| Small Cap | 21.04 | 8.46 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.08 | 3.47 |
| Consumer Cyclical | 26.27 | 16.44 |
| Healthcare | 1.96 | 9.93 |
| Financial Services | 14.33 | 23.3 |
| Industrials | 29.6 | 12.24 |
| Basic Materials | 3.12 | 4.8 |
| Technology | 10.92 | 7.5 |
| Real Estate | 5.68 | 2.54 |
| Communication Services | 6.04 | 5.74 |
| Energy | - | 6.53 |
| Consumer Defensive | - | 5.14 |
| Utilities | - | 2.39 |
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