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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 | -5.01% | -1.39% |
| 6 Month | -16.53% | -13.7% |
| 1 Year | 9.06% | 1.81% |
| 3 Year | 21.72% | 15.49% |
| 5 Year | 21.92% | 18.81% |
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 | -15.52% | -9.1% |
| 1 Year | -21.44% | -15.99% |
| 3 Year | 18.39% | 10.01% |
| 5 Year | 20.99% | 14.65% |
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% | 0.58% |
| Beta | 0.963% | 0.84% |
| Alpha | 7.354% | -0.13% |
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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 | 4.04453 | 6.22963 |
| Large Cap | 35.62621 | 43.54581 |
| Mid Cap | 39.29277 | 35.76137 |
| Small Cap | 21.0365 | 14.46316 |
Sector Allocation
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 2.08029 | 6.02601 |
| Consumer Cyclical | 26.26815 | 7.268 |
| Healthcare | 1.96424 | 6.78899 |
| Financial Services | 14.32655 | 32.65117 |
| Industrials | 29.59577 | 10.84194 |
| Basic Materials | 3.12144 | 11.07131 |
| Technology | 10.92175 | 4.55263 |
| Real Estate | 5.68074 | 2.19952 |
| Communication Services | 6.04108 | 5.28001 |
| Energy | - | 4.4596 |
| Consumer Defensive | - | 6.9213 |
| Utilities | - | 1.93949 |
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