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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 | 2.09% | 2.2% |
| 6 Month | -8.67% | -5.1% |
| 1 Year | 9.99% | 4.44% |
| 3 Year | 24.04% | 16.32% |
| 5 Year | 27.89% | 22.27% |
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 | -2.37% | 1.86% |
| 1 Year | -6.47% | -3.84% |
| 3 Year | 23.62% | 13.97% |
| 5 Year | 23.58% | 16.5% |
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% | 0.61% |
| Beta | 0.963% | 0.86% |
| Alpha | 7.354% | 0.19% |
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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 | 5.97 |
| Large Cap | 35.63 | 43.35 |
| Mid Cap | 39.29 | 36.2 |
| Small Cap | 21.04 | 14.48 |
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 | 5.77 |
| Consumer Cyclical | 26.27 | 6.92 |
| Healthcare | 1.96 | 6.97 |
| Financial Services | 14.33 | 33.79 |
| Industrials | 29.6 | 11.22 |
| Basic Materials | 3.12 | 11.06 |
| Technology | 10.92 | 4.49 |
| Real Estate | 5.68 | 1.96 |
| Communication Services | 6.04 | 5.31 |
| Energy | - | 4.53 |
| Consumer Defensive | - | 6.26 |
| Utilities | - | 1.73 |
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