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

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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	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)	₹13778 Cr	₹8510 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

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Month	2.42%	3.12%
6 Month	17.83%	5.18%
1 Year	7.42%	-0.35%
3 Year	27.5%	13.93%
5 Year	28.53%	19.72%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month	1.59%	-1.27%
1 Year	15.98%	2.73%
3 Year	23.73%	9.24%
5 Year	23.27%	12.53%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Year	26.13%	15.92%
3 Year	26.08%	15.25%
5 Year	27.91%	14.51%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Standard Deviation	18.32%	12.58%
Sharp	1.08%	0.59%
Beta	1.14%	0.89%
Alpha	6.11%	-3.26%

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

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Others	10.93	7.72
Mid Cap	39.3	34.04
Large Cap	27.98	43.92
Small Cap	21.79	14.32

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Others	1.03	5.85
Healthcare	2.88	5.63
Industrials	30.82	9.83
Basic Materials	2.45	14.29
Technology	14.28	3.38
Consumer Cyclical	22.91	5.5
Financial Services	19.51	31.25
Utilities	3.41	2.45
Real Estate	2.71	3.93
Communication Services	-	5.82
Energy	-	4.49
Consumer Defensive	-	7.56