Sundaram Large and Midcap Fund Regular Plan vs Motilal Oswal Large and Midcap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
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) | ₹4934 Cr | ₹6862 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 01 Oct 2019 | 10 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 | 1.84 | 1.8 |
Manager | Rakesh Shetty | Ashish Aggarwal |
ISIN Code | INF247L01965 | INF903J01DT1 |
Exits Load | Exit load of 1%, if redeemed within 15 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | 6.9% | 1.74% |
6 Month | 28.28% | 20.95% |
1 Year | 57% | 45.53% |
3 Year | 26.25% | 21.07% |
5 Year | - | 24.83% |
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 21.41% | 16.68% |
3 Year | 54.76% | 36.77% |
5 Year | 95.39% | 71.73% |
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 29.12% | 21.86% |
3 Year | 74.72% | 54.63% |
5 Year | 106.51% | 79.56% |
Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.45% | 12.94% |
Sharp | 1.28% | 0.93% |
Beta | 0.92% | 0.94% |
Alpha | 2.85% | -2.61% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 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 |
---|---|---|
Large Cap | 35.19 | 52.7 |
Mid Cap | 35.54 | 36.68 |
Others | 5.38 | 5.32 |
Small Cap | 23.88 | 5.29 |
Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Services | 21.51 | 9.45 |
Construction | 9.44 | 5.06 |
Consumer Discretionary | 7.77 | 2.07 |
Financial | 15.47 | 22.85 |
Capital Goods | 21.39 | 11.07 |
Healthcare | 8.96 | 8.7 |
Communication | 3.31 | 2.87 |
Technology | 2.34 | 5.45 |
Diversified | 2.31 | - |
Chemicals | 2.09 | 0.95 |
Automobile | 2.04 | 8.53 |
Metals & Mining | 1.86 | 2.59 |
Others | 1.5 | 2.18 |
Energy | - | 7.42 |
Consumer Staples | - | 5.6 |
Materials | - | 4.59 |
Textiles | - | 0.61 |
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