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

Link copied to clipboard!

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

Invest Now

tortoise-icon Edelweiss 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 Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Fund Motilal Oswal Large and Midcap Fund - Regular Plan Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6840 Cr ₹3645 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 17 Oct 2019 14 Jun 2007
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% 30%
Expense Ratio 1.77 1.87
Manager Rakesh Shetty Trideep Bhattacharya
ISIN Code INF247L01965 INF843K01047
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 Edelweiss Large and Mid Cap Fund - Regular Plan - 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 Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month -9.84% -6.24%
6 Month 6.9% -3.07%
1 Year 27.9% 14.95%
3 Year 21.9% 14.96%
5 Year 23.26% 19.09%

SIP Return Analysis

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 23.21% 6.67%
3 Year 33.68% 20.61%
5 Year 29.87% 21.32%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 29.62% 12.13%
3 Year 25.95% 13.44%
5 Year 25.77% 13.97%

Risk Management

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.45% 12.38%
Sharp 1.28% 0.97%
Beta 0.92% 0.95%
Alpha 2.85% -0.01%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Name Rakesh Shetty Trideep Bhattacharya
Total AUM ₹33886 Cr ₹0 Cr
Fund Manage 19 9
Motilal Oswal Large and Midcap Fund - Regular Plan Growth Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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

Others 5.38 3.91
Mid Cap 35.54 36.23
Small Cap 23.88 11.4
Large Cap 35.19 48.46

Sector Allocation

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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

Others 1.5 2.03
Capital Goods 21.39 12.21
Healthcare 8.96 6.04
Financial 15.47 24.14
Chemicals 2.09 1.43
Services 21.51 5.85
Metals & Mining 1.86 5.37
Construction 9.44 5.55
Consumer Discretionary 7.77 3.65
Diversified 2.31 -
Communication 3.31 1.83
Technology 2.34 8.79
Automobile 2.04 8.7
Energy - 3.71
Materials - 7.47
Insurance - 0.86
Consumer Staples - 2.37

Top Comparisons

HDFC Credit Risk Debt Fund - Growth Option HDFC Credit Risk Debt Fund - Growth Option

3Y Returns6.23%

VS

BANDHAN Credit Risk Fund - Regular Plan Growth BANDHAN Credit Risk Fund - Regular Plan Growth

3Y Returns5.49%

Compare Now

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns12.19%

VS

LIC MF Flexi Cap Fund-Regular Plan-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth

3Y Returns12.19%

Compare Now

Mirae Asset Focused Fund Regular Plan Growth Mirae Asset Focused Fund Regular Plan Growth

3Y Returns6.22%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns15.21%

Compare Now

SBI Corporate Bond Fund - Regular Plan - Growth SBI Corporate Bond Fund - Regular Plan - Growth

3Y Returns5.99%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns5.84%

Compare Now
Request call back
Add to Cart Successfully