- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
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) | ₹8447 Cr | ₹7943 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 17 Oct 2019 | 31 Mar 2003 |
| 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 | 1.73 | 1.77 |
| Manager | Rakesh Shetty | Chandraprakash Padiyar |
| ISIN Code | INF247L01965 | INF277K01428 |
| 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 | Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | 7.65% | 6.65% |
| 6 Month | -14.55% | -7.38% |
| 1 Year | 12.77% | 6.53% |
| 3 Year | 22.41% | 15.57% |
| 5 Year | 28.04% | 23.53% |
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 | -5.25% | 0.85% |
| 1 Year | -9.34% | -3.54% |
| 3 Year | 22.93% | 13.97% |
| 5 Year | 23.33% | 16.54% |
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 | 31.85% | 16.65% |
| 3 Year | 25.93% | 15.07% |
| 5 Year | 25.61% | 14.35% |
Risk Management
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.577% | 11.3% |
| Sharp | 0.899% | 0.61% |
| Beta | 0.963% | 0.86% |
| Alpha | 7.354% | 0.19% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 4.04 | 5.97 |
| Large Cap | 35.63 | 43.35 |
| Mid Cap | 39.29 | 36.2 |
| Small Cap | 21.04 | 14.48 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 2.08 | 5.77 |
| Consumer Cyclical | 26.27 | 6.92 |
| Healthcare | 1.96 | 6.97 |
| Financial Services | 14.33 | 33.79 |
| Industrials | 29.6 | 11.22 |
| Basic Materials | 3.12 | 11.06 |
| Technology | 10.92 | 4.49 |
| Real Estate | 5.68 | 1.96 |
| Communication Services | 6.04 | 5.31 |
| Energy | - | 4.53 |
| Consumer Defensive | - | 6.26 |
| Utilities | - | 1.73 |
Top Comparisons
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns15.12%
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns13.49%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns9.12%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns11.53%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns15.78%
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
ICICI Prudential Dividend Yield Equity Fund Growth Option
3Y Returns21.44%
UTI-Dividend Yield Fund.-Growth
3Y Returns15.32%
