Motilal Oswal Large and Midcap Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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Sundaram 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	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹8447 Cr	₹6470 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	17 Oct 2019	27 Feb 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%	25%
Expense Ratio	1.73	1.85
Manager	Rakesh Shetty	Ashish Aggarwal
ISIN Code	INF247L01965	INF903J01DT1
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	Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	-10.7%	-4.72%
6 Month	-11.4%	-11.87%
1 Year	11.29%	5.34%
3 Year	20.05%	12.29%
5 Year	19.8%	14.66%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	-	-
1 Year	-10.31%	-10.43%
3 Year	21.71%	12.68%
5 Year	23.25%	16.28%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	31.85%	11.53%
3 Year	25.93%	14.16%
5 Year	25.61%	12.49%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	16.577%	13.949%
Sharp	0.899%	0.508%
Beta	0.963%	0.972%
Alpha	7.354%	-0.481%

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Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Rakesh Shetty	Ashish Aggarwal
Total AUM	₹33886 Cr	₹9635 Cr
Fund Manage	19	7
	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	1.18	5.24
Large Cap	33.94	48.56
Mid Cap	44.19	36.97
Small Cap	20.67	9.27

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	1.18	5.24
Retailing	18.05	3.96
Banks	3.04	17.11
Electrical Equipment	18.96	3.51
Aerospace & Defense	10.59	0.87
Chemicals & Petrochemicals	2.82	-
Capital Markets	6.59	1.42
Realty	5.62	2.38
Consumer Durables	9.93	4.37
Telecom - Services	4.48	3.28
IT - Software	3.77	6.69
Industrial Products	2.74	3.29
Industrial Manufacturing	3.37	-
Finance	2.16	2.61
Pharmaceuticals & Biotechnology	3.22	6.44
Auto Components	3.46	7.41
Petroleum Products	-	5.01
IT - Services	-	0.85
Construction	-	2.19
Healthcare Services	-	3.19
Diversified FMCG	-	1.87
Non - Ferrous Metals	-	1.35
Cement & Cement Products	-	1.64
Leisure Services	-	2.31
Automobiles	-	1.67
Transport Services	-	0.73
Insurance	-	0.94
Agricultural Food & other Products	-	0.84
Beverages	-	2.67
Power	-	2.69
Household Products	-	0.93
Financial Technology (Fintech)	-	0.12
Consumable Fuels	-	0.54
Fertilizers & Agrochemicals	-	1.14
Transport Infrastructure	-	0.78