LIC MF Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare

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tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

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tortoise-icon LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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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 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 Very High Very High
Asset Size (Cr) ₹4934 Cr ₹3002 Cr ₹3002 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 01 Oct 2019 05 Feb 2015 05 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 1.84 1.91 1.91
Manager Rakesh Shetty Yogesh Patil Yogesh Patil
ISIN Code INF247L01965 INF767K01NB5 INF767K01NB5
Exits Load Exit load of 1%, if redeemed within 15 days./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./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 -6.36% -4.56% -4.56%
6 Month 16.06% 10.09% 10.09%
1 Year 45.87% 35.22% 35.22%
3 Year 23.35% 15.09% 15.09%
5 Year 24.89% 18.91% 18.91%

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 38.09% 27.47% 27.47%
3 Year 35.92% 24.91% 24.91%
5 Year - 22.92% 22.92%

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 29.62% 13.43% 13.43%
3 Year 25.95% 15.11% 15.11%
5 Year 25.77% 14% 14%

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 13.45% 12.59% 12.59%
Sharp 1.28% 0.73% 0.73%
Beta 0.92% 0.92% 0.92%
Alpha 2.85% -0.42% -0.42%

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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 5.38 5.39 5.39
Mid Cap 35.54 36.85 36.85
Small Cap 23.88 17.2 17.2
Large Cap 35.19 40.58 40.58

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 1.5 1.83 1.83
Capital Goods 21.39 18.23 18.23
Healthcare 8.96 2.87 2.87
Financial 15.47 27.22 27.22
Chemicals 2.09 3.69 3.69
Services 21.51 12.7 12.7
Metals & Mining 1.86 1.18 1.18
Construction 9.44 0.8 0.8
Consumer Discretionary 7.77 2.26 2.26
Diversified 2.31 1.71 1.71
Communication 3.31 0.96 0.96
Technology 2.34 4.09 4.09
Automobile 2.04 10.06 10.06
Energy - 3.98 3.98
Consumer Staples - 3.81 3.81
Materials - 2.95 2.95
Insurance - 0.9 0.9
Textiles - 0.78 0.78

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