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
| 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) | ₹6840 Cr | ₹8390 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 | 1.77 | 1.76 |
| 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 |
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -13.05% | -4.61% |
| 6 Month | -1.96% | -9.03% |
| 1 Year | 23.39% | 8.34% |
| 3 Year | 21.55% | 14.45% |
| 5 Year | 22.07% | 17.1% |
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 35.77% | 3.54% |
| 3 Year | 38.61% | 17.81% |
| 5 Year | 32.62% | 19.64% |
| Scheme Name | Motilal Oswal Large and Midcap Fund - Regular Plan Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 29.62% | 16.6% |
| 3 Year | 25.95% | 15.03% |
| 5 Year | 25.77% | 14.28% |
| 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% | 0.76% |
| Beta | 0.92% | 0.84% |
| Alpha | 2.85% | 0.33% |
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| 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 |
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 5.38 | 5.37 |
| Mid Cap | 35.54 | 38.5 |
| Small Cap | 23.88 | 15.66 |
| Large Cap | 35.19 | 40.47 |
| Scheme Name |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.5 | 5.37 |
| Capital Goods | 21.39 | - |
| Healthcare | 8.96 | - |
| Financial | 15.47 | - |
| Chemicals | 2.09 | - |
| Services | 21.51 | - |
| Metals & Mining | 1.86 | - |
| Construction | 9.44 | 1.55 |
| Consumer Discretionary | 7.77 | - |
| Diversified | 2.31 | 2.33 |
| Communication | 3.31 | - |
| Technology | 2.34 | - |
| Automobile | 2.04 | - |
| Telecom - Services | - | 5.07 |
| Petroleum Products | - | 3.97 |
| IT - Software | - | 3.19 |
| Cement & Cement Products | - | 3.49 |
| Finance | - | 5.55 |
| Diversified FMCG | - | 1.69 |
| Banks | - | 23.22 |
| Healthcare Services | - | 2.83 |
| Pharmaceuticals & Biotechnology | - | 2.82 |
| Electrical Equipment | - | 1.7 |
| Capital Markets | - | 2.69 |
| Consumer Durables | - | 0.95 |
| Automobiles | - | 2.09 |
| Beverages | - | 4.83 |
| Industrial Products | - | 4.2 |
| Gas | - | 0.9 |
| Chemicals & Petrochemicals | - | 3.97 |
| Auto Components | - | 4.23 |
| Realty | - | 1.03 |
| Fertilizers & Agrochemicals | - | 4.01 |
| Commercial Services & Supplies | - | 3.09 |
| Agricultural Food & other Products | - | 0.63 |
| Retailing | - | 2.2 |
| Leisure Services | - | 1.05 |
| Power | - | 1.35 |
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