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 Average Very High
Asset Size (Cr) ₹6840 Cr ₹3083 Cr ₹3083 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 1.77 1.91 1.91
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 -9.84% -4.6% -4.6%
6 Month 6.9% -3.09% -3.09%
1 Year 27.9% 19.27% 19.27%
3 Year 21.9% 13.85% 13.85%
5 Year 23.26% 17.51% 17.51%

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 23.21% 8.73% 8.73%
3 Year 33.68% 20.8% 20.8%
5 Year 29.87% 20.51% 20.51%

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% 0.79% 0.79%
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 2.55 2.55
Mid Cap 35.54 38.05 38.05
Small Cap 23.88 18.63 18.63
Large Cap 35.19 40.75 40.75

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 2.55 2.55
Capital Goods 21.39 - -
Healthcare 8.96 - -
Financial 15.47 - -
Chemicals 2.09 - -
Services 21.51 - -
Metals & Mining 1.86 - -
Construction 9.44 1.07 1.07
Consumer Discretionary 7.77 - -
Diversified 2.31 1.17 1.17
Communication 3.31 - -
Technology 2.34 - -
Automobile 2.04 - -
Petroleum Products - 2.74 2.74
IT - Software - 4.75 4.75
Finance - 8.52 8.52
Diversified FMCG - 2.06 2.06
Banks - 14.6 14.6
Cement & Cement Products - 1.33 1.33
Chemicals & Petrochemicals - 1.43 1.43
Leisure Services - 3.41 3.41
Auto Components - 6.67 6.67
Industrial Manufacturing - 4.77 4.77
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
Consumer Durables - 2.41 2.41
Power - 1.24 1.24
Aerospace & Defense - 1.66 1.66
Industrial Products - 9.42 9.42
Telecom - Services - 1.52 1.52
Pharmaceuticals & Biotechnology - 2.92 2.92
Healthcare Services - 2.38 2.38
Electrical Equipment - 4.2 4.2
Textiles & Apparels - 1.2 1.2
Realty - 1.12 1.12
Gas - 0.68 0.68
Retailing - 4.25 4.25
Transport Infrastructure - 0.76 0.76

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