Tata Large & Mid Cap Fund 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 Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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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 Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Fund Motilal Oswal Large and Midcap Fund - Regular Plan Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4934 Cr ₹7968 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 01 Oct 2019 31 Mar 1993
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% 10.69%
Expense Ratio 1.84 1.78
Manager Rakesh Shetty Chandraprakash Padiyar
ISIN Code INF247L01965 INF277K01428
Exits Load Exit load of 1%, if redeemed within 15 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Month 6.9% 5.53%
6 Month 28.28% 22.29%
1 Year 57% 32.72%
3 Year 26.25% 18.78%
5 Year - 22.94%

SIP Return Analysis

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month - -
1 Year 21.41% 14.21%
3 Year 54.76% 37.19%
5 Year 95.39% 73.24%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Year 29.12% 22.29%
3 Year 74.72% 57.36%
5 Year 106.51% 81.2%

Risk Management

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Standard Deviation 13.45% 11.3%
Sharp 1.28% 0.98%
Beta 0.92% 0.82%
Alpha 2.85% -0.15%

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Fund Managers

Scheme Name Motilal Oswal Large and Midcap Fund - Regular Plan Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Name Rakesh Shetty Chandraprakash Padiyar
Total AUM ₹33886 Cr ₹15627 Cr
Fund Manage 19 3
Motilal Oswal Large and Midcap Fund - Regular Plan Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Others 5.38 4.82
Mid Cap 35.54 40.55
Small Cap 23.88 11.96
Large Cap 35.19 42.67

Sector Allocation

Scheme Name

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Others 1.5 4.68
Capital Goods 21.39 6.79
Healthcare 8.96 6.49
Financial 15.47 31.45
Chemicals 2.09 6.92
Services 21.51 4.69
Metals & Mining 1.86 1.77
Construction 9.44 1.81
Consumer Discretionary 7.77 -
Diversified 2.31 -
Communication 3.31 5.05
Technology 2.34 3.31
Automobile 2.04 7.72
Energy - 5.69
Materials - 4.09
Consumer Staples - 9.54

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