Motilal Oswal Large Cap Fund vs Tata Large Cap Fund compare

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

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

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

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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 Very High Very High
Asset Size (Cr) ₹881 Cr ₹2316 Cr ₹2316 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹0 ₹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 2.27 2.05 2.05
Manager Ajay Khandelwal Kapil Malhotra Kapil Malhotra
ISIN Code INF247L01CB9 INF277K01931 INF277K01931
Exits Load Exit load of 1%, if redeemed within 15 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./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 2.84% 3.83% 3.83%
6 Month 25.49% 19.32% 19.32%
1 Year - 33.68% 33.68%
3 Year - 16.17% 16.17%
5 Year - 19.39% 19.39%

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 7.98% 16.44% 16.44%
3 Year 7.98% 35.74% 35.74%
5 Year 7.98% 67.49% 67.49%

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 12.24% 20.39% 20.39%
3 Year 12.24% 50.56% 50.56%
5 Year 12.24% 72.58% 72.58%

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 - 0.77% 0.77%
Beta - 0.98% 0.98%
Alpha - 1.01% 1.01%

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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 1.57 1.57
Large Cap 81.29 86.91 86.91
Small Cap 5.84 4.78 4.78
Mid Cap 6.66 6.74 6.74

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 1.55 1.55
Energy 4.19 17.34 17.34
Technology 12.27 8.66 8.66
Construction 5.87 5.73 5.73
Insurance 3.48 0.7 0.7
Financial 30.98 27.64 27.64
Materials 3 3.91 3.91
Automobile 6.06 6.34 6.34
Services 9.18 4.56 4.56
Consumer Staples 5 8.69 8.69
Capital Goods 3.7 5.76 5.76
Consumer Discretionary 2.22 - -
Communication 5.06 0.81 0.81
Healthcare 5.17 6 6
Metals & Mining 3.36 2.31 2.31

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