Pros | ![]() Generated Consistent Returns. ![]() Consistently beats benchmark. ![]() Outperformed benchmarks during bull run. | ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | ![]() Highly volatile within category. ![]() Poor track record of protecting capital in bear phase. ![]() Poor track record of Recovering losses quickly. | ![]() Has not generated consistent returns. ![]() Does not beat the benchmark consistently. ![]() 3Y returns in the bottom 25% of the category. |
INDMoney rank | 6/21 | 20/21 | ||
Category,Subcateogry | Equity,Large & Mid-Cap | Equity,Large & Mid-Cap | ||
Fund Age | 5 Years | 12 Years | ||
Fund Size | 11816 Cr | 39459 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹99 Lumpsum ₹5000 | ||
Expense Ratio | 0.64% | 0.61% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty LargeMidcap 250 TR INR | Nifty LargeMidcap 250 TR INR |
No of Holdings | 33 | 101 | ||
Top 5 Holdings | Eternal Ltd (5.16%) Bharat Dynamics Ltd Ordinary Shares (5.03%) Trent Ltd (4.67%) Bharat Electronics Ltd (4.04%) Suzlon Energy Ltd (3.96%) | HDFC Bank Ltd (5.78%) Axis Bank Ltd (4.64%) ICICI Bank Ltd (2.67%) State Bank of India (2.59%) Larsen & Toubro Ltd (2.4%) | ||
No of Sectors | 8 | 13 | ||
Top 3 Sectors | Industrial (39.97%) Consumer Cyclical (22.01%) Financial Services (15.41%) | Financial Services (27.79%) Consumer Cyclical (14%) Industrial (11.63%) | ||
Equity % | 98.63% | 98.67% | ||
Debt % | - | - | ||
P/E | 48.1 | 23.09 | ||
P/B | 8.23 | 3.24 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 0.64% | 0.94% | ||
3-Month Return | 26.89% | 17.77% | ||
6-Month Return | 4.55% | 9.1% | ||
1-Year Return | 15.25% | 3.23% | ||
3-Year Return | 34.04% | 20.09% | ||
5-Year Return | 31.58% | 24.18% |
Sharpe | 1.44 | 1.01 | ||
Alpha | 8.09 | -2.08 | ||
Beta | 1.1 | 0.96 | ||
Standard Deviation | 18.64 | 14.16 | ||
Information Ratio | 1.2 | -1.27 |
Description | Motilal Oswal Large and Midcap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Mirae Asset Large & Midcap Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Ajay Khandelwal | Ankit Jain,Neelesh Surana |