Sundaram Large and Midcap Fund Regular Plan vs Motilal Oswal Large and Midcap Fund compare

Link copied to clipboard!

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Invest Now

Sundaram Large and Midcap Fund Regular Plan - Growth

Invest Now

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	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹10840 Cr	₹6671 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	17 Oct 2019	27 Feb 2007
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%	25%
Expense Ratio	1.73	1.85
Manager	Rakesh Shetty	Ashish Aggarwal
ISIN Code	INF247L01965	INF903J01DT1
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	Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	2.04%	3.66%
6 Month	-2.98%	-0.19%
1 Year	13.31%	2.16%
3 Year	33.21%	20.85%
5 Year	29.57%	22.69%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	15.43%	9.27%
1 Year	19.69%	9.6%
3 Year	29.58%	17.18%
5 Year	26.83%	17.29%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	28.46%	11.11%
3 Year	25.72%	14.14%
5 Year	26.25%	12.65%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	19.22%	14.95%
Sharp	1.18%	0.74%
Beta	1.08%	1.00%
Alpha	10.94%	0.27%

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

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Rakesh Shetty	Ashish Aggarwal
Total AUM	₹33886 Cr	₹9635 Cr
Funds Managed	19	7
	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	4.01	5.39
Mid Cap	37.51	35.94
Large Cap	35.01	49.16
Small Cap	23.47	9.51

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	1.37	3.72
Healthcare	2.63	9.5
Industrials	39.42	9.43
Basic Materials	2.54	6.8
Technology	8.96	4.98
Financial Services	15.2	26.7
Real Estate	4.91	2.18
Consumer Cyclical	21.71	14.7
Communication Services	3.26	6.84
Energy	-	6.91
Consumer Defensive	-	5.63
Utilities	-	2.61