Sundaram Large and Midcap Fund Regular Plan 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 Sundaram Large and Midcap Fund Regular Plan - Growth

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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 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

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month -6.36% -5.16%
6 Month 16.06% 6.75%
1 Year 45.87% 28.3%
3 Year 23.35% 13.32%
5 Year 24.89% 17.53%

SIP Return Analysis

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month - -
1 Year 38.09% 20.79%
3 Year 35.92% 22.14%
5 Year - 21.82%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 5.38 5.32
Mid Cap 35.54 36.68
Small Cap 23.88 5.29
Large Cap 35.19 52.7

Sector Allocation

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 1.5 2.18
Capital Goods 21.39 11.07
Healthcare 8.96 8.7
Financial 15.47 22.85
Chemicals 2.09 0.95
Services 21.51 9.45
Metals & Mining 1.86 2.59
Construction 9.44 5.06
Consumer Discretionary 7.77 2.07
Diversified 2.31 -
Communication 3.31 2.87
Technology 2.34 5.45
Automobile 2.04 8.53
Energy - 7.42
Materials - 4.59
Consumer Staples - 5.6
Textiles - 0.61

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