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PGIM India Large and Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare

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tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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tortoise-icon PGIM India Large and Mid Cap Fund - Regular (G)

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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 PGIM India Large and Mid Cap Fund - Regular (G)
Fund Motilal Oswal Large and Midcap Fund - Regular Plan Growth PGIM India Large and Mid Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8447 Cr ₹602 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 17 Oct 2019 12 Feb 2024
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% %
Expense Ratio 1.73 2.33
Manager Rakesh Shetty Vinay Paharia
ISIN Code INF247L01965 INF663L01X88
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 PGIM India Large and Midcap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth PGIM India Large and Mid Cap Fund - Regular (G)
1 Month 5.24% 4.13%
6 Month -7.79% -0.42%
1 Year 14.28% 12.1%
3 Year 24.85% -
5 Year 29.63% -

SIP Return Analysis

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth PGIM India Large and Mid Cap Fund - Regular (G)
6 Month -5.25% 1.18%
1 Year -9.34% 0.47%
3 Year 22.93% -
5 Year 23.33% -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth PGIM India Large and Mid Cap Fund - Regular (G)
1 Year 31.85% -
3 Year 25.93% -
5 Year 25.61% -

Risk Management

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth PGIM India Large and Mid Cap Fund - Regular (G)
Standard Deviation 16.577% -
Sharp 0.899% -
Beta 0.963% -
Alpha 7.354% -

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Fund Managers

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth PGIM India Large and Mid Cap Fund - Regular (G)
Name Rakesh Shetty Vinay Paharia
Total AUM ₹33886 Cr ₹0 Cr
Funds Managed 19 10
Motilal Oswal Large and Midcap Fund - Regular Plan Growth PGIM India Large and Mid Cap Fund - Regular (G)

Market Cap

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

PGIM India Large and Mid Cap Fund - Regular (G)

Others 4.04 5.78
Large Cap 35.63 50.23
Mid Cap 39.29 39.15
Small Cap 21.04 4.84

Sector Allocation

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

PGIM India Large and Mid Cap Fund - Regular (G)

Others 2.08 5.78
Consumer Cyclical 26.27 14.08
Healthcare 1.96 9.99
Financial Services 14.33 22.15
Industrials 29.6 12.98
Basic Materials 3.12 7.99
Technology 10.92 10.7
Real Estate 5.68 0.69
Communication Services 6.04 6.13
Energy - 4.59
Consumer Defensive - 3.83
Utilities - 1.09

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