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

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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Sundaram Large and Midcap Fund Regular Plan - Growth

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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)	₹6840 Cr	₹6871 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	1.77	1.79
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	-9.84%	-6.22%
6 Month	6.9%	-3.89%
1 Year	27.9%	13.2%
3 Year	21.9%	12.27%
5 Year	23.26%	16.12%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	-	-
1 Year	23.21%	3.35%
3 Year	33.68%	17.63%
5 Year	29.87%	19.13%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	29.62%	11.17%
3 Year	25.95%	14.16%
5 Year	25.77%	12.32%

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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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
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
Others	5.38	5.24
Mid Cap	35.54	36.97
Small Cap	23.88	9.27
Large Cap	35.19	48.56

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	1.5	5.24
Capital Goods	21.39	-
Healthcare	8.96	-
Financial	15.47	-
Chemicals	2.09	-
Services	21.51	-
Metals & Mining	1.86	-
Construction	9.44	2.19
Consumer Discretionary	7.77	-
Diversified	2.31	-
Communication	3.31	-
Technology	2.34	-
Automobile	2.04	-
Petroleum Products	-	5.01
IT - Software	-	6.69
IT - Services	-	0.85
Finance	-	2.61
Healthcare Services	-	3.19
Banks	-	17.11
Diversified FMCG	-	1.87
Non - Ferrous Metals	-	1.35
Pharmaceuticals & Biotechnology	-	6.44
Cement & Cement Products	-	1.64
Leisure Services	-	2.31
Aerospace & Defense	-	0.87
Auto Components	-	7.41
Realty	-	2.38
Automobiles	-	1.67
Electrical Equipment	-	3.51
Industrial Products	-	3.29
Transport Services	-	0.73
Insurance	-	0.94
Agricultural Food & other Products	-	0.84
Beverages	-	2.67
Consumer Durables	-	4.37
Power	-	2.69
Household Products	-	0.93
Telecom - Services	-	3.28
Financial Technology (Fintech)	-	0.12
Consumable Fuels	-	0.54
Fertilizers & Agrochemicals	-	1.14
Retailing	-	3.96
Capital Markets	-	1.42
Transport Infrastructure	-	0.78