UTI Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare

Link copied to clipboard!

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Invest Now

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

Invest Now

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	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹15146 Cr	₹5498 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	17 Oct 2019	30 Jul 2005
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%	32%
Expense Ratio	1.73	1.9
Manager	Rakesh Shetty	V Srivatsa
ISIN Code	INF247L01965	INF789F01869
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	UTI Large & Mid Cap Fund - 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	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	-7.04%	0.01%
6 Month	-2.31%	4.57%
1 Year	-8.09%	3.8%
3 Year	23.17%	21.3%
5 Year	22.42%	21.78%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	-2.26%	3.37%
1 Year	10.81%	16.87%
3 Year	19.96%	18.56%
5 Year	21.11%	18.98%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	24.23%	9%
3 Year	26.1%	10.45%
5 Year	27.79%	11.45%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	18.47%	12.33%
Sharp	0.97%	1.09%
Beta	1.14%	0.95%
Alpha	4.81%	2.83%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name	Rakesh Shetty	V Srivatsa
Total AUM	₹33886 Cr	₹7921 Cr
Funds Managed	19	3
	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	15.53	5.47
Mid Cap	36.5	33.7
Large Cap	27.56	48.19
Small Cap	20.41	12.64

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	1.41	3.52
Healthcare	2.49	7.5
Industrials	28.69	8.28
Financial Services	25.73	28.65
Basic Materials	2.44	7.56
Technology	12.29	10.31
Consumer Cyclical	21.26	10.88
Utilities	2.85	1.93
Real Estate	2.83	2.67
Communication Services	-	4.75
Energy	-	8.18
Consumer Defensive	-	5.78