Motilal Oswal Large and Midcap Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
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) | ₹23140 Cr | ₹8447 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 | 1.73 |
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 | -3.4% | -5.28% |
6 Month | -16.21% | -18.68% |
1 Year | 1.93% | 9.96% |
3 Year | 18.41% | 21.58% |
5 Year | 26.81% | 23.87% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
6 Month | -9.84% | -15.52% |
1 Year | -17.46% | -21.44% |
3 Year | 14.35% | 18.39% |
5 Year | 19.7% | 20.99% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
1 Year | 14.17% | 31.85% |
3 Year | 10.86% | 25.93% |
5 Year | 11.39% | 25.61% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 14.902% | 16.577% |
Sharp | 0.746% | 0.899% |
Beta | 1.012% | 0.963% |
Alpha | 4.586% | 7.354% |
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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 |
Funds Managed | 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 | 1.86 | 4.04 |
Large Cap | 46.7 | 35.63 |
Small Cap | 15.1 | 21.04 |
Mid Cap | 36.35 | 39.29 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
---|---|---|
Others | 1.03 | 2.08 |
Communication Services | 2.8 | 6.04 |
Basic Materials | 5.38 | 3.12 |
Energy | 3.19 | - |
Technology | 11.17 | 10.92 |
Consumer Cyclical | 13.16 | 26.27 |
Healthcare | 12.81 | 1.96 |
Industrials | 11.76 | 29.6 |
Financial Services | 30.96 | 14.33 |
Consumer Defensive | 2.49 | - |
Utilities | 3.91 | - |
Real Estate | 1.35 | 5.68 |
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