Motilal Oswal Large Cap Fund vs Tata Large Cap Fund compare
Motilal Oswal Large Cap Fund - Regular (G)
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
Chart Comparison
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) | ₹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 | 6.47% | 5.89% | 5.89% |
6 Month | 1.29% | -5.29% | -5.29% |
1 Year | 24.8% | 6.71% | 6.71% |
3 Year | - | 12.84% | 12.84% |
5 Year | - | 22.2% | 22.2% |
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 | 2.57% | 1.03% | 1.03% |
1 Year | 10.38% | -2.95% | -2.95% |
3 Year | - | 14.13% | 14.13% |
5 Year | - | 15.64% | 15.64% |
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 | - | 0.42% | 0.42% |
Beta | - | 0.97% | 0.97% |
Alpha | - | 0.59% | 0.59% |
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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 |
Funds Managed | 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 | 5.06 | 4.68 | 4.68 |
Large Cap | 85.42 | 82.56 | 82.56 |
Small Cap | 6.83 | 4.37 | 4.37 |
Mid Cap | 2.69 | 8.38 | 8.38 |
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 | 4.57 | 4.68 | 4.68 |
Energy | 7.95 | 5.29 | 5.29 |
Technology | 11.11 | 9.18 | 9.18 |
Consumer Cyclical | 8.25 | 7.58 | 7.58 |
Industrials | 6.07 | 10.92 | 10.92 |
Consumer Defensive | 5.54 | 5.85 | 5.85 |
Basic Materials | 4.3 | 5.38 | 5.38 |
Financial Services | 36.62 | 34.65 | 34.65 |
Healthcare | 5.28 | 6.82 | 6.82 |
Real Estate | 2.82 | 0.84 | 0.84 |
Communication Services | 3.46 | 2.93 | 2.93 |
Utilities | 4.04 | 5.89 | 5.89 |
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