Tata Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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

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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)	₹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	10.72%	0.37%
6 Month	18.73%	-0.29%
1 Year	47.61%	18.82%
3 Year	28.1%	18.11%
5 Year	26.88%	18.51%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month	-	-
1 Year	46.9%	8.95%
3 Year	40.39%	19.3%
5 Year	33.72%	20.59%

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%	0.88%
Beta	0.92%	0.83%
Alpha	2.85%	0.71%

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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