PGIM India Large and Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
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 Risk | Very High Risk |
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 | -10.7% | -2.83% |
6 Month | -11.4% | -8.42% |
1 Year | 11.29% | 8.18% |
3 Year | 20.05% | - |
5 Year | 19.8% | - |
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 | - | - |
1 Year | -10.31% | - |
3 Year | 21.71% | - |
5 Year | 23.25% | - |
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 |
Fund Manage | 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 | 1.18 | 9.12 |
Large Cap | 33.94 | 50.49 |
Mid Cap | 44.19 | 35.41 |
Small Cap | 20.67 | 4.98 |
Sector Allocation
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
---|---|---|
Others | 1.18 | 7.06 |
Retailing | 18.05 | - |
Banks | 3.04 | - |
Electrical Equipment | 18.96 | - |
Aerospace & Defense | 10.59 | - |
Chemicals & Petrochemicals | 2.82 | - |
Capital Markets | 6.59 | - |
Realty | 5.62 | - |
Consumer Durables | 9.93 | - |
Telecom - Services | 4.48 | - |
IT - Software | 3.77 | - |
Industrial Products | 2.74 | - |
Industrial Manufacturing | 3.37 | - |
Finance | 2.16 | - |
Pharmaceuticals & Biotechnology | 3.22 | - |
Auto Components | 3.46 | - |
Financial | - | 18.13 |
Energy | - | 7.38 |
Materials | - | 3.42 |
Technology | - | 5.79 |
Construction | - | 3.32 |
Healthcare | - | 9.45 |
Insurance | - | 3.62 |
Services | - | 13.34 |
Capital Goods | - | 8.78 |
Automobile | - | 8.07 |
Consumer Staples | - | 1.74 |
Consumer Discretionary | - | 2.74 |
Communication | - | 2.71 |
Chemicals | - | 2.58 |
Diversified | - | 1.08 |
Textiles | - | 0.79 |
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