LIC MF Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹8447 Cr | ₹2916 Cr | ₹2916 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 17 Oct 2019 | 25 Feb 2015 | 25 Feb 2015 |
Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 70% | % | 46% |
Expense Ratio | 1.73 | 1.9 | 1.9 |
Manager | Rakesh Shetty | Yogesh Patil | Yogesh Patil |
ISIN Code | INF247L01965 | INF767K01NB5 | INF767K01NB5 |
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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | -10.7% | -6.43% | -6.43% |
6 Month | -11.4% | -12.52% | -12.52% |
1 Year | 11.29% | 9.91% | 9.91% |
3 Year | 20.05% | 13.28% | 13.28% |
5 Year | 19.8% | 15.2% | 15.2% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | -10.45% | -9.97% | -9.97% |
3 Year | 21.49% | 13.99% | 13.99% |
5 Year | 22.83% | 16.31% | 16.31% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 31.85% | 13.91% | 13.91% |
3 Year | 25.93% | 15.15% | 15.15% |
5 Year | 25.61% | 14.36% | 14.36% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 16.577% | 14.185% | 14.185% |
Sharp | 0.899% | 0.569% | 0.569% |
Beta | 0.963% | 0.925% | 0.925% |
Alpha | 7.354% | 0.874% | 0.874% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Rakesh Shetty | Yogesh Patil | Yogesh Patil |
Total AUM | ₹33886 Cr | ₹5898 Cr | ₹5898 Cr |
Fund Manage | 19 | 7 | 7 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 1.18 | 2.55 | 2.55 |
Large Cap | 33.94 | 40.75 | 40.75 |
Mid Cap | 44.19 | 38.05 | 38.05 |
Small Cap | 20.67 | 18.63 | 18.63 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 1.18 | 2.55 | 2.55 |
Retailing | 18.05 | 4.25 | 4.25 |
Banks | 3.04 | 14.6 | 14.6 |
Electrical Equipment | 18.96 | 4.2 | 4.2 |
Aerospace & Defense | 10.59 | 1.66 | 1.66 |
Chemicals & Petrochemicals | 2.82 | 1.43 | 1.43 |
Capital Markets | 6.59 | - | - |
Realty | 5.62 | 1.12 | 1.12 |
Consumer Durables | 9.93 | 2.41 | 2.41 |
Telecom - Services | 4.48 | 1.52 | 1.52 |
IT - Software | 3.77 | 4.75 | 4.75 |
Industrial Products | 2.74 | 9.42 | 9.42 |
Industrial Manufacturing | 3.37 | 4.77 | 4.77 |
Finance | 2.16 | 8.52 | 8.52 |
Pharmaceuticals & Biotechnology | 3.22 | 2.92 | 2.92 |
Auto Components | 3.46 | 6.67 | 6.67 |
Petroleum Products | - | 2.74 | 2.74 |
Diversified FMCG | - | 2.06 | 2.06 |
Cement & Cement Products | - | 1.33 | 1.33 |
Leisure Services | - | 3.41 | 3.41 |
Construction | - | 1.07 | 1.07 |
Transport Services | - | 1.54 | 1.54 |
Fertilizers & Agrochemicals | - | 2.55 | 2.55 |
Non - Ferrous Metals | - | 1.07 | 1.07 |
IT - Services | - | 0.43 | 0.43 |
Automobiles | - | 2.35 | 2.35 |
Insurance | - | 2.27 | 2.27 |
Agricultural Food & other Products | - | 0.94 | 0.94 |
Power | - | 1.24 | 1.24 |
Healthcare Services | - | 2.38 | 2.38 |
Diversified | - | 1.17 | 1.17 |
Textiles & Apparels | - | 1.2 | 1.2 |
Gas | - | 0.68 | 0.68 |
Transport Infrastructure | - | 0.76 | 0.76 |
Top Comparisons
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns16%
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns0%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns6.61%
UTI MMF - Regular Plan - Growth Option
3Y Returns6.84%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns8.86%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns13.71%
Sundaram Short Duration Fund Regular Growth
3Y Returns6.22%
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns5.99%