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Tata Large & Mid Cap Fund 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 Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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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 Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Fund Motilal Oswal Large and Midcap Fund - Regular Plan Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8447 Cr ₹7943 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 17 Oct 2019 31 Mar 2003
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% 10.69%
Expense Ratio 1.73 1.77
Manager Rakesh Shetty Chandraprakash Padiyar
ISIN Code INF247L01965 INF277K01428
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 Tata Large & Mid Cap Fund - Regular Plan - 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 Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Month 9.66% 2.16%
6 Month 0.64% -0.16%
1 Year 16.8% 5.66%
3 Year 30.32% 18.92%
5 Year 32.05% 24.6%

SIP Return Analysis

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month 8.11% 5.29%
1 Year 10.88% 2.61%
3 Year 29.27% 15.23%
5 Year 26.58% 16.92%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Year 31.85% 16.65%
3 Year 25.93% 15.07%
5 Year 25.61% 14.35%

Risk Management

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Standard Deviation 16.577% 11.3%
Sharp 0.899% 0.75%
Beta 0.963% 0.85%
Alpha 7.354% -0.02%

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Fund Managers

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Name Rakesh Shetty Chandraprakash Padiyar
Total AUM ₹33886 Cr ₹15627 Cr
Funds Managed 19 3
Motilal Oswal Large and Midcap Fund - Regular Plan Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Others 4.04 6.01
Large Cap 35.63 44.09
Mid Cap 39.29 35.56
Small Cap 21.04 14.34

Sector Allocation

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Others 2.08 6.01
Consumer Cyclical 26.27 -
Healthcare 1.96 -
Financial Services 14.33 -
Industrials 29.6 -
Basic Materials 3.12 -
Technology 10.92 -
Real Estate 5.68 -
Communication Services 6.04 -
Telecom - Services - 5.62
Petroleum Products - 4.43
IT - Software - 2.87
Cement & Cement Products - 3.61
Construction - 1.57
Finance - 6.67
Diversified FMCG - 1.49
Banks - 23.92
Pharmaceuticals & Biotechnology - 4.11
Healthcare Services - 3.1
Capital Markets - 2.62
Consumer Durables - 0.81
Electrical Equipment - 0.82
Automobiles - 1.76
Beverages - 4.55
Industrial Products - 3.82
Diversified - 1.97
Gas - 0.7
Chemicals & Petrochemicals - 2.72
Leisure Services - 1.02
Auto Components - 3.14
Realty - 1.98
Fertilizers & Agrochemicals - 4.41
Commercial Services & Supplies - 3.27
Agricultural Food & other Products - 0.66
Retailing - 1.1
Power - 1.25

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