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

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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

Overview

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4934 Cr	₹3441 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹1000
Launch Date	01 Oct 2019	01 Aug 2005
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%	32%
Expense Ratio	1.84	2.01
Manager	Rakesh Shetty	V Srivatsa
ISIN Code	INF247L01965	INF789F01869
Exits Load	Exit load of 1%, if redeemed within 15 days./365	Exit load of 1% if redeemed less than 1 year/365

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	6.9%	6.53%
6 Month	28.28%	24.29%
1 Year	57%	47.76%
3 Year	26.25%	22.95%
5 Year	-	25.99%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	21.41%	20.28%
3 Year	54.76%	48.68%
5 Year	95.39%	94.84%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	29.12%	26.93%
3 Year	74.72%	69.55%
5 Year	106.51%	104.13%

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.45%	12.33%
Sharp	1.28%	1.25%
Beta	0.92%	0.92%
Alpha	2.85%	1.77%

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Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name	Rakesh Shetty	V Srivatsa
Total AUM	₹33886 Cr	₹7921 Cr
Fund Manage	19	3
	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Large Cap	35.19	44.52
Mid Cap	35.54	36.43
Others	5.38	1.84
Small Cap	23.88	11.62

Scheme Name	Motilal Oswal Large and Midcap Fund - Regular Plan Growth	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Services	21.51	-
Construction	9.44	2.05
Consumer Discretionary	7.77	-
Financial	15.47	-
Capital Goods	21.39	-
Healthcare	8.96	-
Communication	3.31	-
Technology	2.34	-
Diversified	2.31	-
Chemicals	2.09	-
Automobile	2.04	-
Metals & Mining	1.86	-
Others	1.5	0.11
Banks	-	22.13
Diversified FMCG	-	3.51
IT - Software	-	9.17
Petroleum Products	-	2.77
Insurance	-	4.7
Pharmaceuticals & Biotechnology	-	7.43
Cement & Cement Products	-	1.97
Finance	-	3.75
Telecom - Services	-	4.43
Textiles & Apparels	-	2.29
Automobiles	-	3.96
Auto Components	-	1.66
Fertilizers & Agrochemicals	-	1.65
Realty	-	1.61
Personal Products	-	1.58
Transport Services	-	2.93
Capital Markets	-	1.54
Gas	-	2.61
Oil	-	1.32
Leisure Services	-	2.13
Diversified Metals	-	1.27
Consumer Durables	-	1.24
Power	-	1.21
Healthcare Services	-	1.17
Ferrous Metals	-	1.14
Paper, Forest & Jute Products	-	0.91
Non - Ferrous Metals	-	0.85
Chemicals & Petrochemicals	-	0.8
Other Consumer Services	-	0.52