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) ₹21432 Cr ₹4934 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 18 Feb 1994 01 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 1.68 1.84
Manager Dhruv Muchhal Rakesh Shetty
ISIN Code INF179KA1RT1 INF247L01965
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 15 days./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 -6.96% -6.14%
6 Month 4.95% 16.33%
1 Year 27.54% 46.21%
3 Year 18.37% 23.4%
5 Year 22.46% 24.92%

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 18.78% 38.09%
3 Year 26.97% 35.92%
5 Year 27.47% -

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 3.49 5.38
Large Cap 49.85 35.19
Small Cap 12.27 23.88
Mid Cap 34.39 35.54

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 2.51 1.5
Automobiles 3.09 -
Telecom - Services 2.16 -
Petroleum Products 2.8 -
IT - Software 7.09 -
Auto Components 4.17 -
Construction 1.57 9.44
Pharmaceuticals & Biotechnology 8.21 -
IT - Services 0.08 -
Industrial Manufacturing 1 -
Cement & Cement Products 1.47 -
Finance 9.38 -
Healthcare Services 2.45 -
Banks 20.09 -
Diversified FMCG 0.81 -
Non - Ferrous Metals 0.48 -
Realty 2.19 -
Agricultural, Commercial & Construction Vehicles 0.85 -
Chemicals & Petrochemicals 2.06 -
Leisure Services 1.82 -
Aerospace & Defense 2.87 -
Ferrous Metals 1.34 -
Fertilizers & Agrochemicals 1 -
Telecom - Equipment & Accessories 0.21 -
Consumer Durables 2.77 -
Insurance 2.48 -
Electrical Equipment 0.66 -
Personal Products 0.52 -
Transport Services 1.33 -
Industrial Products 1.98 -
Gas 1.44 -
Beverages 0.6 -
Entertainment 0.75 -
Agricultural Food & other Products 0.6 -
Oil 0.77 -
Retailing 1.83 -
Capital Markets 0.75 -
Financial Technology (Fintech) 0.52 -
Power 2.55 -
Commercial Services & Supplies 0.46 -
Textiles & Apparels 0.23 -
Transport Infrastructure 0.06 -
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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