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Sundaram Large and Midcap Fund Regular Plan vs Motilal Oswal Large and Midcap Fund compare

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tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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

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Chart Comparison

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) ₹8447 Cr ₹6470 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 2.09% 2.88%
6 Month -8.67% -4.23%
1 Year 9.99% 6.64%
3 Year 24.04% 14.96%
5 Year 27.89% 23.11%

SIP Return Analysis

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month -2.37% 0.39%
1 Year -6.47% -4.99%
3 Year 23.62% 15.31%
5 Year 23.58% 16.74%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 31.85% 11.53%
3 Year 25.93% 14.16%
5 Year 25.61% 12.49%

Risk Management

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 16.577% 14.877%
Sharp 0.899% 0.357%
Beta 0.963% 0.998%
Alpha 7.354% -1.131%

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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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