Motilal Oswal Large and Midcap Fund vs UTI Large & Mid Cap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8447 Cr | ₹4047 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 17 Oct 2019 | 30 Jul 2005 |
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% | 32% |
Expense Ratio | 1.73 | 1.9 |
Manager | Rakesh Shetty | V Srivatsa |
ISIN Code | INF247L01965 | INF789F01869 |
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 | UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 10.59% | 6.2% |
6 Month | -14.41% | -12.76% |
1 Year | 13.83% | 12.29% |
3 Year | 24.29% | 19.91% |
5 Year | 29.69% | 31.18% |
SIP Return Analysis
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -7.36% | -3.12% |
1 Year | -8.75% | -4.81% |
3 Year | 23.7% | 20.78% |
5 Year | 23.99% | 22.23% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 31.85% | 9.5% |
3 Year | 25.93% | 9.15% |
5 Year | 25.61% | 10.86% |
Risk Management
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.577% | 12.33% |
Sharp | 0.899% | 0.82% |
Beta | 0.963% | 0.93% |
Alpha | 7.354% | 3.15% |
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Fund Managers
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rakesh Shetty | V Srivatsa |
Total AUM | ₹33886 Cr | ₹7921 Cr |
Funds Managed | 19 | 3 |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.04 | 5.62 |
Large Cap | 35.63 | 44.64 |
Mid Cap | 39.29 | 37.19 |
Small Cap | 21.04 | 12.55 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.08 | 3.44 |
Consumer Cyclical | 26.27 | 11.34 |
Healthcare | 1.96 | 6.82 |
Financial Services | 14.33 | 33.25 |
Industrials | 29.6 | 6.02 |
Basic Materials | 3.12 | 11.45 |
Technology | 10.92 | 8.04 |
Real Estate | 5.68 | 2.42 |
Communication Services | 6.04 | 6.29 |
Energy | - | 2.44 |
Utilities | - | 2.07 |
Consumer Defensive | - | 6.43 |
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