Motilal Oswal Large and Midcap Fund vs HDFC Large and Mid Cap Fund compare

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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tortoise-icon Motilal Oswal Large and Midcap 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 HDFC Large and Mid Cap Fund - Growth Option Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Fund HDFC Large and Mid Cap Fund - Growth Option Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹23485 Cr ₹6840 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 18 Feb 1994 17 Oct 2019
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 9.01% 70%
Expense Ratio 1.66 1.77
Manager Dhruv Muchhal Rakesh Shetty
ISIN Code INF179KA1RT1 INF247L01965
Exits Load HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Month -6.22% -15.06%
6 Month -9.45% -3.61%
1 Year 9.76% 21.08%
3 Year 18.89% 21.04%
5 Year 21.25% 21.67%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month - -
1 Year -2.75% 6.89%
3 Year 20.73% 28.66%
5 Year 23.76% 27.01%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year 14.01% 29.62%
3 Year 10.73% 25.95%
5 Year 11.31% 25.77%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Standard Deviation 12.97% 13.45%
Sharp 1.37% 1.28%
Beta 0.96% 0.92%
Alpha 3.24% 2.85%

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Fund Managers

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Name Dhruv Muchhal Rakesh Shetty
Total AUM ₹520687 Cr ₹33886 Cr
Fund Manage 40 19
HDFC Large and Mid Cap Fund - Growth Option Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Market Cap

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 1.31 5.38
Large Cap 49.45 35.19
Small Cap 12.2 23.88
Mid Cap 37.04 35.54

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 1.31 1.5
Telecom - Services 2.22 -
Petroleum Products 2.61 -
IT - Software 8.83 -
Auto Components 4.16 -
Construction 1.62 9.44
Pharmaceuticals & Biotechnology 9.22 -
IT - Services 0.07 -
Industrial Manufacturing 0.9 -
Cement & Cement Products 1.18 -
Finance 8.81 -
Healthcare Services 3.08 -
Banks 18.76 -
Retailing 2.21 -
Diversified FMCG 1.06 -
Non - Ferrous Metals 0.72 -
Realty 1.73 -
Agricultural, Commercial & Construction Vehicles 1.58 -
Chemicals & Petrochemicals 1.98 -
Leisure Services 1.76 -
Automobiles 3.3 -
Aerospace & Defense 2.31 -
Electrical Equipment 0.53 -
Ferrous Metals 1.1 -
Fertilizers & Agrochemicals 1.03 -
Telecom - Equipment & Accessories 0.17 -
Consumer Durables 2.53 -
Insurance 3.09 -
Personal Products 0.49 -
Transport Services 1.5 -
Industrial Products 1.45 -
Gas 1.35 -
Beverages 0.55 -
Entertainment 0.64 -
Agricultural Food & other Products 0.52 -
Oil 0.69 -
Capital Markets 0.99 -
Financial Technology (Fintech) 0.6 -
Power 2.68 -
Commercial Services & Supplies 0.39 -
Textiles & Apparels 0.23 -
Transport Infrastructure 0.05 -
Capital Goods - 21.39
Healthcare - 8.96
Financial - 15.47
Chemicals - 2.09
Services - 21.51
Metals & Mining - 1.86
Consumer Discretionary - 7.77
Diversified - 2.31
Communication - 3.31
Technology - 2.34
Automobile - 2.04

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