Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Motilal Oswal Large Cap Fund vs Tata Large Cap Fund compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Large Cap Fund - Regular (G)

Invest Now

tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

Invest Now

tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Large Cap Fund - Regular (G) Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Fund Motilal Oswal Large Cap Fund - Regular (G) Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Very High Risk Very High Risk Very High Risk
Asset Size (Cr) ₹1684 Cr ₹2408 Cr ₹2408 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100 ₹100
Min Addl Investment ₹500 ₹1000 ₹1000
Launch Date 06 Feb 2024 07 May 1998 07 May 1998
Category Large Cap Large Cap Large Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI NIFTY 100 TRI
Turn Over % 20.36% 20.36%
Expense Ratio 2.1 2.04 2.04
Manager Ajay Khandelwal Kapil Malhotra Kapil Malhotra
ISIN Code INF247L01CB9 INF277K01931 INF277K01931
Exits Load Motilal Oswal Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Large Cap 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 Motilal Oswal Large Cap Fund - Regular (G) Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Month -0.98% -2.35% -2.35%
6 Month 0.3% -10.76% -10.76%
1 Year 23.1% 4.64% 4.64%
3 Year - 11.91% 11.91%
5 Year - 14.42% 14.42%

SIP Return Analysis

Scheme Name Motilal Oswal Large Cap Fund - Regular (G) Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
6 Month - - -
1 Year - -6.45% -6.45%
3 Year - 12.59% 12.59%
5 Year - 15.47% 15.47%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Large Cap Fund - Regular (G) Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
1 Year 29.25% 13.34% 13.34%
3 Year - 13.25% 13.25%
5 Year - 13.65% 13.65%

Risk Management

Scheme Name Motilal Oswal Large Cap Fund - Regular (G) Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Standard Deviation - 12.66% 12.66%
Sharp - 0.44% 0.44%
Beta - 0.98% 0.98%
Alpha - -0.08% -0.08%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Motilal Oswal Large Cap Fund - Regular (G) Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option
Name Ajay Khandelwal Kapil Malhotra Kapil Malhotra
Total AUM ₹0 Cr ₹18472 Cr ₹18472 Cr
Fund Manage 4 7 7
Motilal Oswal Large Cap Fund - Regular (G) Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Large Cap Fund - Regular (G)

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 6.22 3.07 3.07
Large Cap 81.29 83.72 83.72
Small Cap 5.84 5.87 5.87
Mid Cap 6.66 7.34 7.34

Sector Allocation

Scheme Name

Motilal Oswal Large Cap Fund - Regular (G)

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

Others 0.47 3.07 3.07
Energy 4.19 - -
Technology 12.27 - -
Construction 5.87 4.06 4.06
Insurance 3.48 1.64 1.64
Financial 30.98 - -
Materials 3 - -
Automobile 6.06 - -
Services 9.18 - -
Consumer Staples 5 - -
Capital Goods 3.7 - -
Consumer Discretionary 2.22 - -
Communication 5.06 - -
Healthcare 5.17 - -
Metals & Mining 3.36 - -
Cement & Cement Products - 1.96 1.96
Petroleum Products - 6.57 6.57
Electrical Equipment - 2.83 2.83
IT - Software - 9.69 9.69
Personal Products - 3.6 3.6
Ferrous Metals - 0.96 0.96
Diversified FMCG - 2.3 2.3
Banks - 22.96 22.96
Pharmaceuticals & Biotechnology - 7.72 7.72
Automobiles - 6.61 6.61
Capital Markets - 1.56 1.56
Telecom - Services - 0.67 0.67
Gas - 1.24 1.24
Finance - 3.57 3.57
IT - Services - 1.22 1.22
Consumer Durables - 2.97 2.97
Agricultural Food & other Products - 1.72 1.72
Diversified Metals - 1.23 1.23
Realty - 1.02 1.02
Transport Services - 0.67 0.67
Industrial Manufacturing - 0.85 0.85
Power - 7.26 7.26
Transport Infrastructure - 1.4 1.4
Food Products - 0.65 0.65

Top Comparisons

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns14.53%

VS

UTI Nifty 50 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option

3Y Returns10.73%

Compare Now

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns8.84%

VS

Tata Equity Savings Fund -Regular Plan-Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

3Y Returns8.67%

Compare Now

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns19.72%

VS

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns19.82%

Compare Now

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

3Y Returns10.14%

VS

Quant ELSS Tax Saver Fund Regular Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth

3Y Returns14.61%

Compare Now
Add to Cart Successfully