Tata Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
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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